Cummings & Carroll, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cummings & Carroll, P.C.
  • Sponsor EIN: 132737609
  • Sponsor Address: 175 GREAT NECK ROAD, GREAT NECK, NY, 11021
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $4.3M

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.
20244$4.3M$166,125$15,000
20234$3.6M$161,150$13,000
20224$3.1M$148,250$13,000

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