Plan Snapshot
- Plan Sponsor: Shreena B Patel Dmd PA
- Sponsor EIN: 452794615
- Sponsor Address: 150 PROFESSIONAL DR STE 100, PONTE VEDRA BEACH, FL, 320827232
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $0 | $0 | $0 |
| 2024 | 9 | $262,218 | $64,861 | $41,450 |
| 2023 | 7 | $138,303 | $56,558 | $62,592 |
| 2022 | 8 | $9,709 | $3,078 | $6,762 |
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