Plan Snapshot
- Plan Sponsor: Kristin Ambler, M.D.
- Sponsor EIN: 141721404
- Sponsor Address: 128 BOYNTON AVE., PLATTSBURGH, NY, 12901
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $2.6M
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 | 12 | $2.6M | $39,071 | $120,228 |
| 2023 | 11 | $2.2M | $41,820 | $122,787 |
| 2022 | 10 | $1.7M | $27,068 | $108,509 |
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