Josephson-Wallack-Munshower Neurology, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Josephson-Wallack-Munshower Neurology, P.C.
  • Sponsor EIN: 351898297
  • Sponsor Address: 6983 HILLSDALE COURT, INDIANAPOLIS, IN, 462502054
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 151
  • Total Assets: $46.7M

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.
2023151$46.7M$962,526$1.1M
2022136$37.5M$897,535$867,413

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