Eric L. Sappenfield, PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eric L. Sappenfield, PLLC
  • Sponsor EIN: 204059806
  • Sponsor Address: 6858 SWINNEA ROAD, #5 RUTLAND PLACE, SOUTHAVEN, MS, 38671
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $2.6M

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.
20244$2.6M$81,158$0
20234$2.1M$80,203$0
20223$2.0M$70,877$0

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