Peter Scerbo, Dmd, PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peter Scerbo, Dmd, PA
  • Sponsor EIN: 201577593
  • Sponsor Address: 19390 COLLINS AVENUE, 201A, SUNNY ISLE BEACH, FL, 33160
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $1.3M

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.
202410$1.3M$20,831$40,282
20239$961,530$7,055$27,371
202211$608,267$15,103$26,359

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