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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 8 | $4.6M | $10,000 | $0 |
| 2024 | 8 | $4.6M | $10,000 | $0 |
| 2023 | 8 | $4.2M | $10,000 | $0 |
| 2022 | 8 | $3.6M | $10,000 | $0 |