Princeton Asset Management LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Princeton Asset Management LLC
  • Sponsor EIN: 263137934
  • Sponsor Address: 621 NW 53RD STREET,, BOCA RATON, FL, 33487
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $336,030

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$336,030$57,223$41,900
20222$197,476$55,643$47,500

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