Andrew M. Wolin, M.D., P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Andrew M. Wolin, M.D., P.C.
  • Sponsor EIN: 860557801
  • Sponsor Address: 8415 N PIMA, SCOTTSDALE, AZ, 85258
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $3.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$3.0M$2,458$2,458
20234$2.7M$10,882$62,362
20224$2.4M$45,000$56,392

Similar Plans