Palmer And Associates LLC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Palmer And Associates LLC
  • Sponsor EIN: 521907808
  • Sponsor Address: 1023 LAKEVIEW DR, CROSS JUNCTION, VA, 226252514
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.5M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$1.5M$11,500$0
20222$1.4M$22,801$0

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