Plan Snapshot
- Plan Sponsor: Kaplan Levenson P.C.
- Sponsor EIN: 821842952
- Sponsor Address: 930 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.6M | $40,000 | $65,182 |
| 2023 | 3 | $3.7M | $40,000 | $64,543 |
| 2022 | 3 | $2.9M | $30,791 | $58,393 |