Lance J Mark PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lance J Mark PLLC
  • Sponsor EIN: 161513957
  • Sponsor Address: 539B MAIN ST, MEDINA, NY, 141031420
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.1M$73,338$0
20234$2.0M$67,334$0
20224$1.8M$78,360$0

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