Scott And Shuman, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Scott And Shuman, P.A.
  • Sponsor EIN: 453810607
  • Sponsor Address: 33292 COASTAL HIGHWAY, BETHANY BEACH, DE, 19930
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $2.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$2.3M$32,079$93,239
202313$2.0M$26,389$85,777
202212$1.8M$24,639$80,186

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