Plan Snapshot
- Plan Sponsor: Samalin Investment Counsel, LLC
- Sponsor EIN: 208824391
- Sponsor Address: 297 KING STREET, CHAPPAQUA, NY, 10514
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $4.3M | $104,937 | $138,467 |
| 2023 | 6 | $3.3M | $82,675 | $97,999 |
| 2022 | 3 | $3.2M | $62,823 | $88,900 |