J.D. Stuart, M.D., P.C. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: J.D. Stuart, M.D., P.C.
  • Sponsor EIN: 680535740
  • Sponsor Address: 4721 EAST CAMP LOWELL DRIVE, TUCSON, AZ, 85712
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $2.3M

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.
20232$2.3M$5,191$6,924
20223$2.3M$0$47,691

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