Original filing (PDF)20250701084750NAL0011952033001

ELGEE REHFELD LLC

Name: ELGEE REHFELD LLC — ELGEE REHFELD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ELGEE REHFELD LLC

Form 5500-SF

FILING_RECEIVED

ELGEE REHFELD PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

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 ELGEE REHFELD LLC.

Plan sponsor

Name

ELGEE REHFELD LLC

EIN

92-0127098

Address

9309 GLACIER HIGHWAY, SUITE B200 · JUNEAU, AK · 99801

Phone

(907) 790-6224

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-01

Pension benefit codes

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)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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