Robert T. Jarvis, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert T. Jarvis, PC
  • Sponsor EIN: 752914200
  • Sponsor Address: 123 W. HOUSTON STREET, SHERMAN, TX, 75090
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.4M

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.
20244$2.4M$104,862$55,675
20234$2.0M$98,623$54,675
20224$1.7M$69,527$49,525

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