Durbin Bennett Tax Advisors, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Durbin Bennett Tax Advisors, INC.
  • Sponsor EIN: 472401640
  • Sponsor Address: 100 CONGRESS AVENUE, SUITE 1600, AUSTIN, TX, 78701
  • Plan Type: DC
  • Total Participants: 13
  • Total Assets: $2.1M

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.
202413$2.1M$93,704$0
202313$2.0M$118,525$0
202214$1.4M$116,496$0

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