Thomas H. Burton DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Thomas H. Burton
  • Sponsor EIN: 161249251
  • Sponsor Address: 716 BRISBANE BUILDING, BUFFALO, NY, 142032194
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $6.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$6.1M$48,119$81,000
20233$5.1M$33,147$60,000
20223$4.5M$52,818$79,000

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