Jeffrey Kaliser DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey Kaliser
  • Sponsor EIN: 232619340
  • Sponsor Address: 230 DRESHERTOWN RD, FT WASHINGTON, PA, 19034
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $69,463

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$69,463$13,350$0
20221$1.5M$22,849$0

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