Robert J. Anderson, M.D., P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert J. Anderson, M.D., P.A.
  • Sponsor EIN: 201811709
  • Sponsor Address: 600 UNIVERSITY DRIVE, 101, JUPITER, FL, 33458
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $132,283

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$132,283$13,140$0
20234$112,677$14,677$0
20224$91,359$12,642$0

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