Selzer Gurvitch Rabin Wertheimer & Polott, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
  • Sponsor EIN: 521768214
  • Sponsor Address: 4416 EAST WEST HIGHWAY, BETHESDA, MD, 208144568
  • Plan Type: 401(k)
  • Total Participants: 35
  • Total Assets: $8.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$8.8M$483,346$492,026
202337$7.1M$379,928$524,145
202229$6.4M$0$431,578

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