Marotta 401(K) Pooled Employer Plan C/O David John Marotta 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Marotta 401(K) Pooled Employer Plan C/O David John Marotta
  • Sponsor EIN: 872927678
  • Sponsor Address: 1000 EDNAM CENTER, CHARLOTTESVILLE, VA, 22903
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$203,610$180,178
202331$3.0M$292,254$288,935
202226$1.2M$22,324$84,623

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