Chinigo, Leone & Maruzo, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Chinigo, Leone & Maruzo, LLP
  • Sponsor EIN: 061541295
  • Sponsor Address: P.O. BOX 510, NORWICH, CT, 06360
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $7.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$7.5M$92,552$108,672
202317$6.6M$6,202$134,020
202216$5.9M$130,297$155,260

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