Plan Snapshot
- Plan Sponsor: Belfint Lyons & Shuman P.A.
- Sponsor EIN: 510232399
- Sponsor Address: 1011 CENTRE RD, WILMINGTON, DE, 19805
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 88 | $26.4M | $534,403 | $840,938 |
| 2023 | 82 | $21.5M | $358,821 | $738,056 |
| 2022 | 80 | $16.7M | $448,373 | $798,561 |