Ashman & Stein, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ashman & Stein, P.C.
  • Sponsor EIN: 363956980
  • Sponsor Address: 8707 NORTH SKOKIE BLVD, SKOKIE, IL, 60077
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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$1.1M$73,739$36,750
20233$896,944$18,464$30,500
20223$771,343$14,844$11,000

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