Dr. Paul C. Kaiser, Ltd. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dr. Paul C. Kaiser, Ltd.
  • Sponsor EIN: 541872785
  • Sponsor Address: 5180 PETERS CREEK ROAD, ROANOKE, VA, 240193810
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $395,097

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$395,097$0$40,433
202312$337,492$0$28,404
202212$272,654$0$21,805

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