Vargo Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vargo Associates
  • Sponsor EIN: 223409016
  • Sponsor Address: PO BOX 647, FRANKLINVILLE, NJ, 08322
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $2.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$2.1M$22,995$58,442
202311$1.6M$22,075$50,410
202211$1.0M$22,165$48,894

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