Burke & Eisner, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Burke & Eisner, P.A.
  • Sponsor EIN: 043361841
  • Sponsor Address: 71 ROUTE 104, MEREDITH, NH, 03253
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $3.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.2M$159,436$91,500
20233$1.2M$94,050$7,000
20223$885,670$27,450$74,000

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