Margulies Faith LLP DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Margulies Faith LLP
  • Sponsor EIN: 352455574
  • Sponsor Address: 16030 VENTURA BLVD., SUITE 470, ENCINO, CA, 914364493
  • Plan Type: DB
  • Total Participants: 4
  • Total Assets: $1.7M

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$1.7M$103,000$0
20235$1.5M$153,000$0
20225$1.2M$151,000$0

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