How big is Stohlman, Beuchert, EGAN & Katula, Chartered's plan?

Stohlman, Beuchert, EGAN & Katula, Chartered's plan reported $112K in assets and 3 participants for 2024.

Original filing (PDF)20250520090536NAL0001818691001

Stohlman, Beuchert, EGAN & Katula, Chartered

Name: Stohlman, Beuchert, EGAN & Katula, Chartered — Form 5500 Plan 002 (2024)
Creator: Stohlman, Beuchert, EGAN & Katula, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stohlman, Beuchert, EGAN & Katula, Chartered 401(k) Plan

401(k) retirement plan · Stohlman, Beuchert, EGAN & Katula, Chartered's Stohlman, Beuchert, EGAN & Katula, Chartered 401(k) Plan held $112K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

Plan identifiers

Stohlman, Beuchert, EGAN & Katula, Chartered's EIN is 52-1192873.

EIN 52-1192873

Plan number 002

Plan year 2024

ACK ID 20250520090536NAL0001818691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stohlman, Beuchert, EGAN & Katula, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stohlman, Beuchert, EGAN & Katula, Chartered'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 STOHLMAN, BEUCHERT, EGAN & KATULA, CHARTERED.

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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