William Youngerman, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: William Youngerman, INC.
  • Sponsor EIN: 591228014
  • Sponsor Address: 150 E PALMETTO PARK RD 101, BOCA RATON, FL, 334324808
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $2.2M

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$2.2M$137,991$0
20234$2.1M$44,475$0
20224$2.0M$38,730$0

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