Thomas W. Daniels & Co., P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Thomas W. Daniels & Co., P.C.
  • Sponsor EIN: 351937610
  • Sponsor Address: 1310 EAGLE RIDGE DRIVE, SCHERERVILLE, IN, 46375
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $989,412

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.
20244$989,412$0$55,935
20235$1.1M$0$63,958
20226$1.1M$0$74,676

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