Original filing (PDF)20250521114509NAL0001820209003

WILLIAM EVENBOER REALTORS, INC EVENBOER

Name: WILLIAM EVENBOER REALTORS, INC EVENBOER — WILLIAM EVENBOER REALTORS 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAM EVENBOER REALTORS, INC EVENBOER

Form 5500-SF

FILING_RECEIVED

WILLIAM EVENBOER REALTORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM EVENBOER REALTORS, INC EVENBOER.

Plan sponsor

Name

WILLIAM EVENBOER REALTORS, INC EVENBOER

EIN

38-3145372

Address

1601 W. CENTRE STREET · PORTAGE, MI · 490245340

Phone

(269) 324-4852

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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