Nusbaum, Stein, Goldstein, Bronstein & Kron PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nusbaum, Stein, Goldstein, Bronstein & Kron PA
  • Sponsor EIN: 222212023
  • Sponsor Address: P.O. BOX 306, MOUNT FREEDOM, NJ, 07970
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $4.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$4.0M$17,702$78,749
202310$4.3M$17,571$64,481
20229$3.6M$19,875$105,234

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