Richard J Lynne Cpa P C 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard J Lynne Cpa P C
  • Sponsor EIN: 113123716
  • Sponsor Address: 2 WESTCHESTER PARK DRIVE, WHITE PLAINS, NY, 106043414
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.7M

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.
20244$1.7M$19,743$82,350
20234$1.4M$13,372$48,270
20224$1.1M$12,247$43,574

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