Plan Snapshot
- Plan Sponsor: Kalogeris Physical Therapy Cen
- Sponsor EIN: 043175443
- Sponsor Address: 35 BEDFORD ST STE 9, LEXINGTON, MA, 024204439
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $2.1M | $9,449 | $66,191 |
| 2024 | 4 | $1.7M | $9,644 | $66,031 |
| 2023 | 4 | $1.4M | $8,573 | $64,538 |
| 2022 | 3 | $1.2M | $7,452 | $55,940 |