Plan Snapshot
- Plan Sponsor: Glenn L. Morgan, M.D., P.A.
- Sponsor EIN: 760607110
- Sponsor Address: 17070 RED OAK DR., SUITE 301, HOUSTON, TX, 77090
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $10.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $10.6M | $17,391 | $52,100 |
| 2023 | 6 | $7.5M | $60,122 | $62,600 |
| 2022 | 6 | $5.3M | $56,845 | $56,600 |
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