Plan Snapshot
- Plan Sponsor: Scott I. Morrison, Opt, P.C.
- Sponsor EIN: 141753666
- Sponsor Address: 36 OUTLOOK FARM DRIVE, NEW PALTZ, NY, 12561
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.8M | $1,950 | $27,704 |
| 2023 | 2 | $1.7M | $1,950 | $60,000 |
| 2022 | 9 | $1.5M | $14,546 | $57,285 |