Plan Snapshot
- Plan Sponsor: David W Gilbert & Associates INC
- Sponsor EIN: 751978331
- Sponsor Address: 1718 HI LINE DRIVE, DALLAS, TX, 75207
- Plan Type: DC
- Total Participants: 5
- Total Assets: $1.9M
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. |
|---|
| 2024 | 5 | $1.9M | $0 | $0 |
| 2023 | 5 | $1.5M | $55,876 | $0 |
| 2022 | 5 | $1.2M | $0 | $0 |