Jonathan Foster DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jonathan Foster
  • Sponsor EIN: 263255075
  • Sponsor Address: 950 THIRD AVENUE, NEW YORK, NY, 10022
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $1.6M

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.
20246$1.6M$121,525$147,000
20236$1.1M$147,476$101,925
20225$901,382$108,395$113,500

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