Margoles And Margoles PA DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Margoles And Margoles PA
  • Sponsor EIN: 411720376
  • Sponsor Address: 120 SOUTH 6TH ST, MINNEAPOLIS, MN, 55402
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $884,484

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.
20243$884,484$0$0
20233$824,262$0$0
20223$768,230$0$0

Similar Plans