Curt G. Joa, Inc. 401(k) Plan: Login, Facts & Contact Information

Curt G. Joa, Inc. 401(k) Plan Facts

Plan name
CURT G. JOA, INC. EMPLOYEES TRUST FUND
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CURT G. JOA, INC.
Participants
371 (266 active employees)
Former employees with a balance
88
Plan assets
$83,349,880 at Dec 31, 2024
Average account balance
$219,342 across 380 accounts
Employer contributions
$2,447,607 in plan year 2024 (55% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1961
✓ 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 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.42 million went into the plan in contributions, $2.45 million of it from the employer (55%).
  • $7.73 million was paid out to participants.
  • Investment and other income added $9.86 million.
  • Administrative expenses were $102,797, about $271 per account.

How the Curt G. Joa, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019454$74.3 million$872,554$13.9 million
2020419$79.5 million$4.25 million$10.4 million
2021404$88.1 million$3.74 million$7.17 million
2022398$69.6 million$1.02 million$8.21 million
2023391$76.9 million$790,686$6.08 million
2024371$83.3 million$2.45 million$7.73 million

Curt G. Joa, Inc. 401(k) Contact Information

Phone
920-467-7430
Mailing address
100 CROCKER AVE, SHEBOYGAN FALLS WI 53085
Plan sponsor
CURT G. JOA, INC.
Employer identification number (EIN)
39-0376520
Plan number
001

Questions about the Curt G. Joa, Inc. 401(k)

Does Curt G. Joa, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.45 million, 55% of all contributions.

Does the Curt G. Joa, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Curt G. Joa, Inc 401(k) plan?

371 participants at the start of plan year 2024, 266 of them active employees, and 88 former employees who still had money in the plan.

What is the average 401(k) balance at Curt G. Joa, Inc?

About $219,342 per account: $83.3 million in plan assets across 380 accounts with a balance at the end of plan year 2024.

Who manages the Curt G. Joa, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Curt G. Joa, Inc. How do I access my 401(k)?

Your account stays with Empower 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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