The Professional Associates, PC Certified Public Accountants 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Professional Associates, PC Certified Public Accountants
  • Sponsor EIN: 061091638
  • Sponsor Address: 17 HOYT STREET, STAMFORD, CT, 069055602
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $981,120

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$981,120$0$9,550
20233$888,247$0$9,425
20223$732,243$0$11,500

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