Beus Gilbert Mcgroder PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Beus Gilbert Mcgroder PLLC
  • Sponsor EIN: 860901734
  • Sponsor Address: 701 N 44TH STREET, PHOENIX, AZ, 85008
  • Plan Type: 401(k)
  • Total Participants: 42
  • Total Assets: $5.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202442$5.4M$0$326,653
202361$10.0M$0$460,013
202263$8.3M$0$445,020

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