Kristin Ambler, M.D. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kristin Ambler, M.D.
  • Sponsor EIN: 141721404
  • Sponsor Address: 128 BOYNTON AVE., PLATTSBURGH, NY, 12901
  • Plan Type: 401(k)
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$2.6M$39,071$120,228
202311$2.2M$41,820$122,787
202210$1.7M$27,068$108,509

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