Marvin M Siegel Cpa PC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Marvin M Siegel Cpa PC
  • Sponsor EIN: 362940635
  • Sponsor Address: 3330 OLD GLENVIEW ROAD 7, WILMETTE, IL, 60091
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $4.6M

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.
20258$4.6M$10,000$0
20248$4.6M$10,000$0
20238$4.2M$10,000$0
20228$3.6M$10,000$0

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