Plan Snapshot
- Plan Sponsor: Mark D Kalish
- Sponsor EIN: 200485511
- Sponsor Address: 11575 SW SURF SPRINGS RD, PORT ST LUCIE, FL, 10924
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1 | $1.7M | $0 | $0 |
| 2024 | 1 | $1.4M | $43,489 | $30,300 |
| 2023 | 1 | $1.0M | $41,337 | $31,750 |
| 2022 | 1 | $640,512 | $38,435 | $24,750 |
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