Peter A Birch, Cpa PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Peter A Birch, Cpa PC
  • Sponsor EIN: 541773952
  • Sponsor Address: 232 ALDERSMEAD RD, NORTH CHESTERFIELD, VA, 232364619
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $253,644

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$253,644$8,000$31,000

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