Plan Summary
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Retirement plan news
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| Activity | Due Date | Provided by | Plan |
|---|---|---|---|
| Verify with client who will be preparing IRS Form 5558 | 01/18/2025 | Client | ESOP |
| Diversification election window closes | 01/18/2025 | The Principal | ESOP |
| Summary of all diversification requests sent to client for verification | 02/18/2025 | The Principal | ESOP |
| Prepare and mail participant and employer statements for 401(k) plan | 02/18/2025 | The Principal | 401(k)/KSOP |
| Diversification wire sent to The Principal | 03/17/2025 | Trustee | ESOP |
| Plan Snapshot as of 03/17/2025 | |||
| Investment Option | # of Shares | Value of Shares | Balance |
|---|---|---|---|
| Sample Group ESOP Cash | $1,000,000.00 | ||
| Sample Group Stock | 300,000 | $40 | $12,000,000.00 |
| Total Balance | $13,000,000.00 | ||
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Participant Snapshot
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