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DAVID J.EISENHAUER TEAM RETIREMENT PLAN 401k Plan overview

Plan NameDAVID J.EISENHAUER TEAM RETIREMENT PLAN
Plan identification number 001

DAVID J.EISENHAUER TEAM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID J. EISENHAUER, SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. EISENHAUER, SOLE PROPRIETOR
Employer identification number (EIN):452938413
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J.EISENHAUER TEAM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID J. EISENHAUER2024-09-16
0012022-01-01DAVID EISENHAUER2023-08-31
0012021-01-01DAVID EISENHAUER2022-07-27
0012020-01-01DAVID EISENHAUER2021-07-06
0012019-01-01DAVID EISENHAUER2020-05-18
0012018-01-01DAVID EISENHAUER2019-09-27
0012017-01-01DAVID EISENHAUER2018-08-21

Financial Data on DAVID J.EISENHAUER TEAM RETIREMENT PLAN

Measure Date Value
2025 : DAVID J.EISENHAUER TEAM RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-156257
Net assets as of the end of the plan year2025-09-15548565
Total assets as of the beginning of the plan year2025-09-15383387
Value of plan covered by a fidelity bond2025-09-15100000
Participant contributions to plan in this plan year2025-09-1548203
Other contributions to plan in this plan year2025-09-150
Other income to plan in this plan year2025-09-1563190
Plan net income in this plan year2025-09-15165178
Net assets as of the end of the plan year2025-09-15548565
Net assets as of the beginning of the plan year2025-09-15383387
Employer contributions to plan in this plan year2025-09-1560042
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-152150
2024 : DAVID J.EISENHAUER TEAM RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1612798
Net assets as of the end of the plan year2024-09-16383387
Total assets as of the beginning of the plan year2024-09-16241887
Value of plan covered by a fidelity bond2024-09-1650000
Participant contributions to plan in this plan year2024-09-1642216
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-1654131
Plan net income in this plan year2024-09-16141500
Net assets as of the end of the plan year2024-09-16383387
Net assets as of the beginning of the plan year2024-09-16241887
Employer contributions to plan in this plan year2024-09-1657951
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-160
2022 : DAVID J.EISENHAUER TEAM RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-272000
Net assets as of the end of the plan year2022-07-27215078
Total assets as of the beginning of the plan year2022-07-27116307
Value of plan covered by a fidelity bond2022-07-27106925060
Participant contributions to plan in this plan year2022-07-2756502
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-2723953
Plan net income in this plan year2022-07-2798771
Net assets as of the end of the plan year2022-07-27215078
Net assets as of the beginning of the plan year2022-07-27116307
Employer contributions to plan in this plan year2022-07-2720316
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-272000

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