Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C.
  • Sponsor EIN: 541351955
  • Sponsor Address: 9990 FAIRFAX BLVD SUITE 400, FAIRFAX, VA, 22030
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $14.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$14.6M$150,000$225,888
202326$12.7M$125,000$228,391
202222$10.7M$155,000$211,009

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