Benefit Planning Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Benefit Planning Services, INC.
  • Sponsor EIN: 141645580
  • Sponsor Address: 20 CORPORATE WOODS BOULEVARD, LOUDONVILLE, NY, 12211
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $965,362

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$965,362$46,000$30,500
20231$870,066$6,295$41,882
20227$704,826$14,902$93,996

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