Affinity Business Experts, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Affinity Business Experts, INC.
  • Sponsor EIN: 270638727
  • Sponsor Address: 92 HUDSON POINT LANE, OSSINING, NY, 10562
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $350,728

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$350,728$477$1,156
20235$395,614$5,946$23,764
20224$345,123$6,315$53,125

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