James L. Stan Attorney-Cpa DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: James L. Stan Attorney-Cpa
  • Sponsor EIN: 351660941
  • Sponsor Address: 836 LINCOLNWAY, VALPARAISO, IN, 463835804
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $4.0M

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.
20242$4.0M$28,775$0
20232$3.2M$21,521$0
20222$1.9M$19,328$0

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