Zick Business Advisors, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Zick Business Advisors, INC.
  • Sponsor EIN: 840625486
  • Sponsor Address: 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $1.6M

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.
202410$1.6M$27,012$95,805
202310$1.6M$27,012$95,805
20228$1.3M$23,845$115,938

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