Arizona Oculoplastic Specialists, P.L.L.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arizona Oculoplastic Specialists, P.L.L.C.
  • Sponsor EIN: 260790152
  • Sponsor Address: 9431 E. IRONWOOD SQ. DR., SCOTTSDALE, AZ, 85258
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $3.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$3.1M$77,610$7,500
20236$2.7M$50,397$30,000
202211$328,998$54,649$25,000

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