Paulsen, Inc. 401(k) Plan: Login, Facts & Contact Information

Paulsen, Inc. 401(k) Plan Facts

Plan name
PAULSEN, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PAULSEN, INC.
Participants
247 (220 active employees)
Former employees with a balance
21
Plan assets
$13,118,401 at Mar 31, 2025
Average account balance
$95,061 across 138 accounts
Employer contributions
$203,300 in plan year 2024 (21% of all contributions)
Plan year
Apr 1, 2024 – Mar 31, 2025
Plan established
Jan 20, 1968
✓ 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 (Apr 1, 2024 – Mar 31, 2025), filed Oct 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $957,194 went into the plan in contributions, $203,300 of it from the employer (21%).
  • $1.19 million was paid out to participants.
  • Investment and other income added $742,599.
  • Administrative expenses were $12,115, about $88 per account.

How the Paulsen, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019240$7.89 million$188,145$388,533
2020249$11.5 million$188,122$858,838
2021246$12.0 million$202,023$970,312
2022251$10.2 million$198,480$1.63 million
2023241$12.6 million$212,389$271,211
2024247$13.1 million$203,300$1.19 million

Paulsen, Inc. 401(k) Contact Information

Phone
308-784-3333
Mailing address
P.O. BOX 17, COZAD NE 69130
Plan sponsor
PAULSEN, INC.
Employer identification number (EIN)
47-0397153
Plan number
001

Questions about the Paulsen, Inc. 401(k)

Does Paulsen, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $203,300, 21% of all contributions.

Does the Paulsen, Inc 401(k) have automatic enrollment?

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

How many people are in the Paulsen, Inc 401(k) plan?

247 participants at the start of plan year 2024, 220 of them active employees, and 21 former employees who still had money in the plan.

What is the average 401(k) balance at Paulsen, Inc?

About $95,061 per account: $13.1 million in plan assets across 138 accounts with a balance at the end of plan year 2024.

Who manages the Paulsen, Inc 401(k) accounts?

Voya Financial is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Voya Financial 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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