Edward Lemkin, Cpa DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edward Lemkin, Cpa
  • Sponsor EIN: 060887374
  • Sponsor Address: 500 BOSTON POST ROAD, ORANGE, CT, 064770774
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $5.1M

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.
20242$5.1M$28,700$0
20232$5.0M$43,447$0
20222$4.9M$39,303$0

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