Bruce Lorman Sole Proprietor DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bruce Lorman Sole Proprietor
  • Sponsor EIN: 954527766
  • Sponsor Address: 3415 S SEPULVEDA BLVD STE 1100, LOS ANGELES, CA, 90034
  • Plan Type: DB
  • Total Participants: 1
  • Total Assets: $2.0M

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.
20241$2.0M$50,000$0
20231$1.9M$50,000$0
20222$1.7M$50,000$0

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