Plan Snapshot
- Plan Sponsor: Dr. Philip Davis, M.D.
- Sponsor EIN: 650860579
- Sponsor Address: 7560 WINKLER RD., FORT MYERS, FL, 33908
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $2.6M | $0 | $0 |
| 2024 | 9 | $2.7M | $20,963 | $95,828 |
| 2023 | 6 | $2.5M | $20,688 | $92,580 |
| 2022 | 11 | $2.3M | $16,998 | $68,586 |
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