Smith Magram Michaud Colonna, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Magram Michaud Colonna, P.C.
  • Sponsor EIN: 222026357
  • Sponsor Address: 415 HIGH STREET, BURLINGTON, NJ, 08016
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $6.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$6.3M$129,982$55,658
20236$5.3M$116,603$76,387
20226$6.9M$118,697$54,058

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