# David W Gilbert & Associates INC DC Plan
Source: https://planprovider.pro/companies/david-w-gilbert-associates-inc-plan

> David W Gilbert & Associates INC's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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