Plan Snapshot
- Plan Sponsor: Robert H. Chu, M.D., P.A.
- Sponsor EIN: 521943905
- Sponsor Address: 6333 EXECUTIVE BLVD., ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 11 | $4.9M | $32,115 | $106,580 |
| 2023 | 9 | $4.3M | $47,085 | $66,000 |
| 2022 | 9 | $3.6M | $115,995 | $91,000 |