Original filing (PDF)20250822141656NAL0002595939001

ERPELDING, VOIGT & CO., L.L.P.

Name: ERPELDING, VOIGT & CO., L.L.P. — ERPELDING, VOIGT & CO., L.L.P. 401(K) PLAN, Form 5500 (2024)
Creator: ERPELDING, VOIGT & CO., L.L.P.

Form 5500-SF

FILING_RECEIVED

ERPELDING, VOIGT & CO., L.L.P. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

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 ERPELDING, VOIGT & CO., L.L.P..

Plan sponsor

Name

ERPELDING, VOIGT & CO., L.L.P.

EIN

42-1125381

Address

307 E. CALL STREET · P.O. BOX 678 · ALGONA, IA · 50511

Phone

(515) 295-7275

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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