Archer Tax & Financial Group, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Archer Tax & Financial Group, PC
  • Sponsor EIN: 264045616
  • Sponsor Address: 512 WEST LANCASTER AVENUE, SUITE C, WAYNE, PA, 19087
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $1.2M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$1.2M$28,783$85,162
202316$1.1M$31,996$85,091
202215$1.1M$26,884$84,495

Similar Plans