Jonathan A. Benjamin, Md And Roger W. Spingarn, Md 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jonathan A. Benjamin, Md And Roger W. Spingarn, Md
  • Sponsor EIN: 043406604
  • Sponsor Address: 1400 CENTRE STREET, NEWTON CENTRE, MA, 024592414
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $4.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$4.6M$50,950$122,012
202314$5.7M$43,117$171,545
202215$4.4M$47,291$96,097

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