Shefsky & Froelich, Ltd 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Shefsky & Froelich, Ltd 401(k) Login
We don't have a verified login link for this plan's recordkeeper. Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2013 filing.
Shefsky & Froelich, Ltd 401(k) Plan Facts (plan year 2013)
Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Sep 29, 2014. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2013
- $1.63 million went into the plan in contributions, $638,973 of it from the employer (39%).
- $1.61 million was paid out to participants.
- Investment and other income added $5.29 million.
- Administrative expenses were $88,158, about $588 per account.
How the Shefsky & Froelich, Ltd 401(k) changed, 2009–2013
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 153 | $16.8 million | $659,909 | $736,355 |
| 2010 | 157 | $19.6 million | $641,306 | $871,329 |
| 2011 | 149 | $19.8 million | $662,280 | $1.16 million |
| 2012 | 148 | $22.9 million | $654,769 | $998,029 |
| 2013 | 148 | $28.1 million | $638,973 | $1.61 million |
Shefsky & Froelich, Ltd 401(k) Contact Information
Questions about the Shefsky & Froelich, Ltd 401(k)
Is the Shefsky & Froelich, Ltd 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.
Does Shefsky & Froelich, Ltd contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $638,973 in employer contributions for plan year 2013.
Does the Shefsky & Froelich, Ltd 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Shefsky & Froelich, Ltd 401(k) plan?
148 participants at the start of plan year 2013, 126 of them active employees, and 28 former employees who still had money in the plan.
What is the average 401(k) balance at Shefsky & Froelich, Ltd?
About $187,100 per account: $28.1 million in plan assets across 150 accounts with a balance at the end of plan year 2013.
Who manages the Shefsky & Froelich, Ltd 401(k) accounts?
BMO Harris Bank is the plan's recordkeeper, which is where participants log in to see their balance.