Jaburg & Wilk, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jaburg & Wilk, P.C.
  • Sponsor EIN: 860487815
  • Sponsor Address: 1850 N. CENTRAL AVENUE, SUITE 1200, PHOENIX, AZ, 85004
  • Plan Type: 401(k)
  • Total Participants: 69
  • Total Assets: $18.1M

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.
202469$18.1M$66,444$773,664
202368$15.8M$68,029$724,299
202273$13.2M$65,155$711,753

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