Business Forecast Systems, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Business Forecast Systems, INC.
  • Sponsor EIN: 042929706
  • Sponsor Address: 465 WAVERLY OAKS ROAD, WALTHAM, MA, 02452
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $4.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$4.1M$52,865$141,078
202311$5.0M$29,522$160,073
20229$4.0M$11,973$126,599

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