Barbara E Ostrander, Cpa, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barbara E Ostrander, Cpa, P.C.
  • Sponsor EIN: 421620773
  • Sponsor Address: 1175 ALBANY POST ROAD, GARDINER, NY, 12525
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $847,917

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.
20241$847,917$0$30,500
20231$716,250$0$30,000
20221$598,637$0$27,000

Similar Plans