Barksdale, Joe And Magee, PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barksdale, Joe And Magee, PLLC
  • Sponsor EIN: 640887476
  • Sponsor Address: 197 CHARMANT DRIVE, SUITE 1, RIDGELAND, MS, 39157
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $2.5M

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.
20245$2.5M$23,250$44,130
20235$2.1M$22,428$39,056
20226$2.1M$19,489$38,000

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