# Scott I. Morrison, Opt, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/scott-i-morrison-opt-p-c-plan

> Scott I. Morrison, Opt, P.C.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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