Ibis Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Ibis Associates, INC.
  • Sponsor EIN: 841251265
  • Sponsor Address: 17451 FRANCIS FARM PLACE, HAMILTON, VA, 20158
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.0M$0$35,982
20234$1.8M$0$47,088
20224$1.5M$784$22,807

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