Allan N. Shulkin, M.D., P.A. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allan N. Shulkin, M.D., P.A.
  • Sponsor EIN: 751841021
  • Sponsor Address: 7777 FOREST LANE, SUITE B202, DALLAS, TX, 75230
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $892,272

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.
20243$892,272$0$0
20233$1.2M$0$0
20224$1.2M$0$0

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