How big is Erhard Financial Inc.'s plan?

Erhard Financial Inc.'s plan reported $867K in assets and 15 participants for 2023.

Original filing (PDF)20240619133411NAL0000008096001

Erhard Financial Inc.

Name: Erhard Financial Inc. — Erhard Financial Inc. 401(k), Form 5500 (2023)
Creator: Erhard Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erhard Financial Inc. 401(k) Plan

401(k) retirement plan · Erhard Financial Inc.'s Erhard Financial Inc. 401(k) Plan held $867K in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

Plan identifiers

Erhard Financial Inc.'s EIN is 47-5122919.

EIN 47-5122919

Plan number 001

Plan year 2023

ACK ID 20240619133411NAL0000008096001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Erhard Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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