Richard R. M. Francis, M.D., P.A. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard R. M. Francis, M.D., P.A.
  • Sponsor EIN: 331040259
  • Sponsor Address: 9301 SOUTHWEST FREEWAY, SUITE 600, HOUSTON, TX, 77074
  • Plan Type: DB
  • Total Participants: 21
  • Total Assets: $2.9M

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.
202421$2.9M$0$0
202312$2.7M$0$0
202218$2.5M$28,261$0

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