Turchan Financial Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Turchan Financial Group, LLC
  • Sponsor EIN: 810952657
  • Sponsor Address: 2844 WILD TURKEY LN., FENNVILLE, MI, 494087628
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $688,002

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$688,002$27,500$30,500
20231$531,857$27,500$30,000
20221$440,496$27,500$27,000

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