Jason T. Anderson Architect, P.C. Anderson 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jason T. Anderson Architect, P.C. Anderson
  • Sponsor EIN: 473784587
  • Sponsor Address: 25 WALLKILL AVENUE, MONTGOMERY, NY, 12549
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $1.1M

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.
202417$1.1M$46,265$108,128
202314$923,795$34,080$109,859
202212$676,832$25,262$74,696

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