Eric H Spellman DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eric H Spellman
  • Sponsor EIN: 133319495
  • Sponsor Address: 10 NORTH CHATSWORTH AVENUE, LARCHMONT, NY, 10538
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $2.7M

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.
20241$2.7M$9,005$0
20231$2.4M$56,995$0
20221$2.2M$61,000$0

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