Sherry Eye Clinic, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sherry Eye Clinic, P.C.
  • Sponsor EIN: 730980494
  • Sponsor Address: 2408 NORTH COMMERCE STREET, ARDMORE, OK, 734011356
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.6M$89,934$30,500
20234$2.1M$44,936$30,000
20224$1.8M$60,043$27,000
20204$2.0M$45,606$26,000

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