Plan Snapshot
- Plan Sponsor: Edward Baumgartner Jr Md PLLC
- Sponsor EIN: 831537470
- Sponsor Address: 17314 STATE HWY 249, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $361,271
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. |
|---|
| 2024 | 10 | $361,271 | $13,601 | $53,088 |
| 2023 | 8 | $307,022 | $64,053 | $51,912 |
| 2022 | 4 | $157,114 | $6,422 | $50,071 |