Michael R. Savona, M.D., A Sole Proprietorship DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael R. Savona, M.D., A Sole Proprietorship
  • Sponsor EIN: 651281738
  • Sponsor Address: PO BOX 1090, KULA, HI, 96790
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $1.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.9M$0$0
20233$2.0M$0$0
20223$1.9M$0$0

Similar Plans