Plan Snapshot
- Plan Sponsor: Frank Perez-Siam, P.A.
- Sponsor EIN: 650098561
- Sponsor Address: 7001 SW 87 CT, MIAMI, FL, 33173
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $5.8M | $43,023 | $107,000 |
| 2023 | 7 | $5.3M | $67,000 | $45,000 |
| 2022 | 7 | $4.7M | $30,178 | $50,000 |