Plan Snapshot
- Plan Sponsor: David W. Handelsman, D.D.S, P.A.
- Sponsor EIN: 521854572
- Sponsor Address: 116 CATHEDRAL STREET, ANNAPOLIS, MD, 214011990
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.4M | $58,209 | $27,692 |
| 2023 | 4 | $2.1M | $51,831 | $37,800 |
| 2022 | 5 | $1.9M | $50,583 | $41,286 |