Moore & Lee, P.C. 401(K) Profit Sharing Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Moore & Lee, P.C. 401(K) Profit Sharing Plan
  • Sponsor EIN: 541925441
  • Sponsor Address: 1751 PINNACLE DRIVE, SUITE 1100, MCLEAN, VA, 22102
  • Plan Type: 401(k)
  • Total Participants: 32
  • Total Assets: $6.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202432$6.5M$462,027$137,286
202328$5.3M$0$90,340
202238$5.7M$423,616$93,955

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