Plan Snapshot
- Plan Sponsor: M. Jarrah, M.D., P.A.
- Sponsor EIN: 592305765
- Sponsor Address: 2525 HARBOR BLVD., SUITE 202, PORT CHARLOTTE, FL, 33952
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 2 | $2.6M | $2,407 | $21,722 |
| 2023 | 2 | $2.6M | $6,550 | $30,000 |
| 2022 | 4 | $2.1M | $827 | $27,000 |
| 2020 | 5 | $2.1M | $4,798 | $38,720 |
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