Petrillo & Goldberg, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Petrillo & Goldberg, P.C.
  • Sponsor EIN: 223210318
  • Sponsor Address: 6951 NORTH PARK DRIVE, PENNSAUKEN, NJ, 081094212
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $8.0M

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.
202420$8.0M$148,433$148,047
202318$7.3M$143,000$147,198
202219$6.6M$110,092$131,853

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