Avi, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avi, P.C.
  • Sponsor EIN: 830276190
  • Sponsor Address: 1103 OLD TOWN LANE, SUITE 101, CHEYENNE, WY, 82009
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $8.1M

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.
202427$8.1M$282,780$260,068
202324$6.9M$259,072$258,730
202225$6.5M$242,062$235,285

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