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: 401(k)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $892,272 | $0 | $0 |
| 2023 | 3 | $1.2M | $0 | $0 |
| 2022 | 4 | $1.2M | $0 | $0 |
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