Fortner Bayens PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fortner Bayens PC
  • Sponsor EIN: 840741890
  • Sponsor Address: 1580 N LINCOLN ST STE 700, DENVER, CO, 802031557
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $7.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$7.9M$155,204$267,069
202328$6.6M$147,854$274,526
202228$5.3M$124,996$257,499

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