Jeffrey & Mitchell, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey & Mitchell, P.C.
  • Sponsor EIN: 272383550
  • Sponsor Address: 2631 BULVERDE RD, BULVERDE, TX, 78163
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $84,569

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.
20242$84,569$0$0
20232$80,289$0$0
20221$88,610$0$0

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