Matthew S. Dulberg DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Matthew S. Dulberg
  • Sponsor EIN: 113473172
  • Sponsor Address: 3706 82ND ST STE 204, JACKSON HEIGHTS, NY, 113727027
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $540,613

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.
20242$540,613$18,398$0
20232$497,043$25,497$0
20222$448,474$18,011$0

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