Joel C Zimmerman & Associates Ltd DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Joel C Zimmerman & Associates Ltd
  • Sponsor EIN: 363502234
  • Sponsor Address: 18400 MAPLE CREEK DRIVE SUITE 900, TINLEY PARK, IL, 60477
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $15,279

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$15,279$0$0
20231$15,279$0$0
20221$12,697$0$0

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