The Presidents Forum, INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: The Presidents Forum, INC
  • Sponsor EIN: 362720799
  • Sponsor Address: 10 WEST MAIN STREET, SUITE 202, CARY, IL, 60013
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
20231$2.1M$18,365$0
20221$2.1M$18,365$0

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