Plan Snapshot
- Plan Sponsor: Marshall R. Kopelman, Cpa
- Sponsor EIN: 113037470
- Sponsor Address: 600 OLD COUNTRY ROAD, GARDEN CITY, NY, 11530
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.9M | $15,000 | $0 |
| 2023 | 2 | $1.7M | $15,000 | $0 |
| 2022 | 2 | $1.5M | $10,000 | $0 |