Jack R. Benjamin & Associates INC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Jack R. Benjamin & Associates INC
  • Sponsor EIN: 942579519
  • Sponsor Address: P.O. BOX 394, MENLO PARK, CA, 94026
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $1.3M

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.
20233$1.3M$38,897$0
20223$1.0M$0$0

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