Market Street Financial Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Market Street Financial Group
  • Sponsor EIN: 200500259
  • Sponsor Address: 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA, 19382
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $2.3M

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.
202413$2.3M$24,776$132,786
202315$1.6M$25,058$127,201
202217$1.4M$24,366$134,729

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