Timothy J. Buckley DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Timothy J. Buckley
  • Sponsor EIN: 161181829
  • Sponsor Address: 117 WASHINGTON STREET, GENEVA, NY, 144562839
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.0M$12,077$0
20233$2.4M$24,986$0
20222$1.8M$29,110$0

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