Amruta Patel Dds PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Amruta Patel Dds PC
  • Sponsor EIN: 454827545
  • Sponsor Address: 9480 HUEBNER RD STE 410, SAN ANTONIO, TX, 782401755
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $352,218

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$352,218$9,856$27,207
20236$302,294$9,620$27,320
20226$251,966$9,415$25,392

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