Take Control INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Take Control INC.
  • Sponsor EIN: 272564622
  • Sponsor Address: 12011 HIDDEN VIEW DR, SAN ANGELO, TX, 76904
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.5M$77,553$61,301
20236$1.3M$15,320$52,500
20226$888,389$14,085$47,500
20204$746,381$13,639$45,500
20194$537,364$8,660$44,000

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