Robert P Garbutt Cpa 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Robert P Garbutt Cpa
  • Sponsor EIN: 272364971
  • Sponsor Address: 160 MARKET ST STE 5, SADDLE BROOK, NJ, 076635401
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $3.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20234$3.5M$5,000$20,000
20224$2.8M$37,250$36,500

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