Plan Snapshot
- Plan Sponsor: Evan R. Shapiro, Md, PA
- Sponsor EIN: 651158253
- Sponsor Address: 11020 ROCA CENTER DRIVE, PALM BEACH GARDENS, FL, 334104277
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $2.0M
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 | 5 | $2.0M | $54,193 | $63,600 |
| 2023 | 4 | $1.7M | $54,193 | $62,600 |
| 2022 | 4 | $1.3M | $50,854 | $56,600 |
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