Plan Snapshot
- Plan Sponsor: Rajesh B Dave Md PA
- Sponsor EIN: 593243972
- Sponsor Address: PO BOX 1224, PORT RICHEY, FL, 346731224
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.5M | $5,492 | $50,092 |
| 2023 | 5 | $2.0M | $5,407 | $47,464 |
| 2022 | 5 | $1.5M | $6,361 | $51,020 |