Allen Edwin Home Builders, Llc 401(k) Plan: Login, Facts & Contact Information

Allen Edwin Home Builders, Llc 401(k) Plan Facts

Plan name
ALLEN EDWIN HOMES 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALLEN EDWIN HOME BUILDERS, LLC
Participants
137 (132 active employees)
Former employees with a balance
14
Plan assets
$11,680,991 at Dec 31, 2022
Average account balance
$85,890 across 136 accounts
Employer contributions
$481,518 in plan year 2022 (38% of all contributions)
Recordkeeper
Principal Life Insurance
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Mar 1, 1998
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 13, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $1.26 million went into the plan in contributions, $481,518 of it from the employer (38%).
  • $1.43 million was paid out to participants.
  • Administrative expenses were $17,994, about $132 per account.

How the Allen Edwin Home Builders, Llc 401(k) changed, 20172022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017125$6.57 million$347,552$857,876
2018135$6.43 million$359,341$395,675
2019145$8.81 million$362,073$377,133
2020135$11.7 million$460,324$99,270
2021151$14.4 million$498,177$485,236
2022137$11.7 million$481,518$1.43 million

Allen Edwin Home Builders, Llc 401(k) Contact Information

Phone
269-321-2610
Mailing address
2186 E CENTRE AVE, PORTAGE MI 49002
Plan sponsor
ALLEN EDWIN HOME BUILDERS, LLC
Employer identification number (EIN)
38-3200484
Plan number
001

Questions about the Allen Edwin Home Builders, Llc 401(k)

Does Allen Edwin Home Builders, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $481,518, 38% of all contributions.

Does the Allen Edwin Home Builders, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Allen Edwin Home Builders, Llc 401(k) plan?

137 participants at the start of plan year 2022, 132 of them active employees, and 14 former employees who still had money in the plan.

What is the average 401(k) balance at Allen Edwin Home Builders, Llc?

About $85,890 per account: $11.7 million in plan assets across 136 accounts with a balance at the end of plan year 2022.

Who manages the Allen Edwin Home Builders, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Allen Edwin Home Builders, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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