Melvin S Gale 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Melvin S Gale
  • Sponsor EIN: 316184881
  • Sponsor Address: 4221 MALSBARY RD STE 102, BLUE ASH, OH, 452425521
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $3.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$3.7M$128,511$23,847
202313$3.6M$101,111$36,678
20229$2.8M$78,976$57,314

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