Batchelor & Shortall, P.A. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Batchelor & Shortall, P.A.
  • Sponsor EIN: 520954659
  • Sponsor Address: 8702 LOCH RAVEN BLVD., TOWSON, MD, 21286
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $1.3M

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.
20244$1.3M$15,623$0
20234$1.1M$15,679$0
20224$1.1M$24,374$0

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