Plan Snapshot
- Plan Sponsor: Jeffrey C. Long Md
- Sponsor EIN: 161124160
- Sponsor Address: 3633 E. RIDGE RUN, NAPLES, NY, 14424
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 7
- Total Assets: $935,403
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. |
|---|
| 2023 | 7 | $935,403 | $4,633 | $9,810 |
| 2022 | 7 | $965,029 | $8,791 | $18,731 |
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