Jeffrey R. Dalaba 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey R. Dalaba
  • Sponsor EIN: 900443001
  • Sponsor Address: 8500 GILLY FLOWER COURT, BALDWINSVILLE, NY, 13027
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $3.0M

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.
20241$3.0M$41,347$30,500
20231$2.3M$39,432$30,000
20221$1.6M$40,500$27,000

Similar Plans