Smith, Buss & Jacobs, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith, Buss & Jacobs, LLP
  • Sponsor EIN: 133635379
  • Sponsor Address: 733 YONKERS AVE. - 2ND FLOOR, YONKERS, NY, 10704
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $13.0M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$13.0M$265,189$402,192
202339$11.7M$240,572$340,634
202226$9.6M$316,895$275,696

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