Plan Snapshot
- Plan Sponsor: Philip Regala, Md, Pl
- Sponsor EIN: 650754470
- Sponsor Address: 1350 TAMIAMI TRAIL NORTH, NAPLES, FL, 34102
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $3.3M | $27,199 | $57,872 |
| 2023 | 4 | $2.7M | $24,500 | $61,999 |
| 2022 | 6 | $2.5M | $31,850 | $60,910 |