Philip J. Fischer, Ii Md P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Philip J. Fischer, Ii Md P.C.
  • Sponsor EIN: 202260076
  • Sponsor Address: 800 ST. VINCENTS DRIVE, BIRMINGHAM, AL, 35205
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $3.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$3.0M$56,559$61,000
20234$2.5M$56,215$54,000
20225$2.0M$63,392$54,000

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