How big is Don Loeffler, Inc.'s plan?

Don Loeffler, Inc.'s plan reported $590K in assets and 9 participants for 2024.

Original filing (PDF)20250709111301NAL0004718289001

Don Loeffler, Inc.

Name: Don Loeffler, Inc. — Don Loeffler, Inc. 401(k), Form 5500 (2024)
Creator: Don Loeffler, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Don Loeffler, Inc. 401(k) Profit-Sharing Plan

401(k) retirement plan · Don Loeffler, Inc.'s Don Loeffler, Inc. 401(k) Profit-Sharing Plan held $590K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

People on this filing

Brian Loeffler signed Don Loeffler, Inc.'s 2024 Form 5500 as plan administrator.

Brian Loeffler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Don Loeffler, Inc.'s EIN is 37-1060966.

EIN 37-1060966

Plan number 001

Plan year 2024

ACK ID 20250709111301NAL0004718289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Don Loeffler, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Don Loeffler, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DON LOEFFLER, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score