Karlin & Peebles, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Karlin & Peebles, LLP
  • Sponsor EIN: 260217333
  • Sponsor Address: 5900 WILSHIRE BLVD, LOS ANGELES, CA, 90036
  • Plan Type: DC
  • Total Participants: 16
  • Total Assets: $4.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$4.6M$210,622$186,572
202319$4.3M$185,162$147,955
202217$4.7M$249,504$207,737

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