Bent Tree Family Physicians I, P.A. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bent Tree Family Physicians I, P.A.
  • Sponsor EIN: 752686241
  • Sponsor Address: 3550 PARKWOOD BLVD, SUITE 600, FRISCO, TX, 75034
  • Plan Type: DC
  • Total Participants: 87
  • Total Assets: $5.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202487$5.4M-$19,092$132,373
202367$7.0M$0$239,027
202277$6.2M$0$234,656

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