Whitbeck Benedict & Smith LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Whitbeck Benedict & Smith LLP
  • Sponsor EIN: 141773001
  • Sponsor Address: 436 UNION STREET, HUDSON, NY, 12534
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $2.2M

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.
20249$2.2M$12,034$6,725
20235$1.9M$6,267$3,900
20225$1.6M$31,053$65,180

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