Plan Snapshot
- Plan Sponsor: Julio J. Valdes, M.D., P.A.
- Sponsor EIN: 591880269
- Sponsor Address: 4506 N ARMENIA AVE, TAMPA, FL, 336032732
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $400,579
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $400,579 | $12,303 | $17,059 |
| 2023 | 10 | $362,452 | $14,297 | $18,166 |
| 2022 | 10 | $283,572 | $14,844 | $19,914 |
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