Amelia Peabody Foundation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Amelia Peabody Foundation
  • Sponsor EIN: 046036558
  • Sponsor Address: 103 SOUTH MAIN STREET, UNIT 103, TOPSFIELD, MA, 01983
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $277,740

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$277,740$123,292$375
20233$103,623$22,572$9,500
20223$66,364$19,933$13,500

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