Dale Saylor & Associates DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Dale Saylor & Associates
  • Sponsor EIN: 310893064
  • Sponsor Address: 5640 FRANTZ ROAD, DUBLIN, OH, 43017
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $1.5M

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.
20235$1.5M$69,449$69,300
20225$1.1M$64,797$31,400

Similar Plans