# The Estate Planners Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-estate-planners-group-llc-401k-plan

> The Estate Planners Group LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Estate Planners Group LLC

- **Sponsor EIN:** 800033299

- **Sponsor Address:** 37 S DELAWARE AVE STE 1, YARDLEY, PA, 190671637

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $690,349

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7|$690,349|$65,277|$123,411|

| 2023|7|$629,079|$68,921|$96,628|

| 2022|7|$425,993|$58,990|$88,893|

## Similar Plans

- [6wags, INC.](https://planprovider.pro/companies/6wags-inc-plan) — 8 participants

- [Abk Enterprises, INC](https://planprovider.pro/companies/abk-enterprises-inc-plan) — 6 participants

- [The Hamilton Family Charitable Trust](https://planprovider.pro/companies/the-hamilton-family-charitable-trust-plan) — 8 participants

- [Backolash Woosah INC.](https://planprovider.pro/companies/backolash-woosah-inc-plan) — 6 participants

- [El Group INC.](https://planprovider.pro/companies/el-group-inc-plan) — 8 participants

- [Houndgames INC](https://planprovider.pro/companies/shtfpreparedness-inc-401k-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-estate-planners-group-llc-401k-plan)

© 2026 PlanProvider.Pro