Judith Beckman DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Judith Beckman
  • Sponsor EIN: 061436759
  • Sponsor Address: 2084 BEVERLY WAY, MERRICK, NY, 115665418
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $4.0M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$4.0M$43,527$0
20232$2.9M$54,845$0

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