D.R. Repass, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: D.R. Repass, P.A.
  • Sponsor EIN: 800470276
  • Sponsor Address: 111 SOLANA ROAD, SUITE B, PONTE VEDRA BEACH, FL, 32082
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $6.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$6.7M$13,925$66,000
20235$4.8M$13,083$70,000
20225$4.3M$14,548$73,235

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