David P. Broome 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: David P. Broome
  • Sponsor EIN: 631095761
  • Sponsor Address: P.O. BOX 81621, MOBILE, AL, 36689
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20243$2.1M$51,325$30,500
20233$1.9M$48,825$30,000
20223$1.6M$44,429$27,000

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