Daniel Stern DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Daniel Stern
  • Sponsor EIN: 902046948
  • Sponsor Address: PO BOX 846, PLANDOME, NY, 11030
  • Plan Type: DB
  • Total Participants: 5
  • Total Assets: $8.9M

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.
20245$8.9M$164,996$0
20235$8.9M$164,996$0
20225$7.1M$167,237$0

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