S.E.E.D. Planning Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S.E.E.D. Planning Group
  • Sponsor EIN: 463176421
  • Sponsor Address: 31 LEWIS ST, BINGHAMTON, NY, 139013092
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $1.2M

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.
202431$1.2M$86,497$165,893
202321$1.7M$73,236$160,288
202227$1.3M$65,213$164,894

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