Martha A Rosenberg Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Martha A Rosenberg Profit Sharing Plan
  • Sponsor EIN: 611084217
  • Sponsor Address: MARTHA ROSENBERG, LEXINGTON, KY, 40507
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $2.0M

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.
20243$2.0M$25,075$0
20233$1.7M$12,475$0
20223$1.5M$50,245$0
20202$1.7M$68,119$0
20192$1.3M$52,417$0

Similar Plans