Key West Surgical Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Key West Surgical Group, INC.
  • Sponsor EIN: 592206188
  • Sponsor Address: 3136 NORTHSIDE DRIVE, KEY WEST, FL, 33040
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $747,098

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$747,098$15,628$31,682
20236$1.3M$39,547$37,029
20225$2.4M$151,449$104,615

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