Jefferson Anesthesiologist Ser 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jefferson Anesthesiologist Ser
  • Sponsor EIN: 161431831
  • Sponsor Address: 826 WASHINGTON ST FL 3, WATERTOWN, NY, 136014063
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 28
  • Total Assets: $12.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202528$12.7M$0$0
202413$14.2M$463,715$249,814
202320$11.7M$433,114$263,357
202220$10.2M$460,575$275,487

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