Patrick H. Perry, P.A. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Patrick H. Perry, P.A.
  • Sponsor EIN: 592664082
  • Sponsor Address: 3701 NW 40TH TERRACE SUITE 2, GAINESVILLE, FL, 32606
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $39,945

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$39,945$0$0
20221$144,981$0$0

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