Plan Snapshot
- Plan Sponsor: David Heller
- Sponsor EIN: 112393146
- Sponsor Address: 17568 SPARKLING RIVER ROAD, BOCA RATON, FL, 33496
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $68,845
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $68,845 | $0 | $0 |
| 2024 | 1 | $68,202 | $0 | $0 |
| 2023 | 1 | $69,315 | $0 | $0 |
| 2022 | 1 | $68,238 | $0 | $0 |