The Lynch Foundation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Lynch Foundation
  • Sponsor EIN: 043017940
  • Sponsor Address: 109 STATE STREET, BOSTON, MA, 02109
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $539,950

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20245$539,950$82,584$26,900
20234$372,620$72,208$22,100
20223$224,232$78,854$13,000

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