Virtualcfo, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Virtualcfo, INC.
  • Sponsor EIN: 742891117
  • Sponsor Address: 6836 AUSTIN CENTER BLVD., AUSTIN, TX, 78731
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $9.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202460$9.7M$145,839$830,733
202369$9.8M$156,750$828,105
202266$7.8M$107,914$702,042

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