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: 002
- Total Participants: 4
- Total Assets: $999,659
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 | 4 | $999,659 | $0 | $0 |
| 2024 | 1 | $957,536 | $483 | $0 |
| 2023 | 1 | $975,638 | $1,889 | $0 |
| 2022 | 1 | $1.0M | $8,529 | $0 |