American Real Estate 1 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: American Real Estate 1
  • Sponsor EIN: 833531275
  • Sponsor Address: 3440 DEPEW AVE, PORT CHARLOTTE, FL, 339527015
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $680

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$680$0$0
20234$226,388$960$2,400
20224$200,724$0$0

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