# Belfint Lyons & Shuman P.A. 401(k) Plan
Source: https://planprovider.pro/companies/belfint-lyons-shuman-p-a-plan

> Belfint Lyons & Shuman P.A.'s 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Lachall Lee LLP](https://planprovider.pro/companies/lachall-lee-llp-plan) — 6 participants

- [The Siegfried Group, LLP](https://planprovider.pro/companies/the-siegfried-group-llp-401k-plan) — 1,269 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/belfint-lyons-shuman-p-a-plan)

© 2026 PlanProvider.Pro