Mark C. Malcolm Ii 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mark C. Malcolm Ii
  • Sponsor EIN: 274648368
  • Sponsor Address: 5 NORTHVIEW DRIVE, PENN YAN, NY, 145278971
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $230,517

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$230,517$106,500$0
20231$110,425$0$40,000
20221$71,726$67,500$0

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