Associate Realty & Investments INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Associate Realty & Investments INC
  • Sponsor EIN: 810633921
  • Sponsor Address: PO BOX 105, WINTER HAVEN, FL, 33882
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $217,542

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$217,542$6,127$21,570
20224$162,875$4,415$23,471

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