# Shreena B Patel Dmd PA 401(k) Plan
Source: https://planprovider.pro/companies/shreena-b-patel-dmd-pa-452794615-001

> Shreena B Patel Dmd PA's 401(k) plan: 10 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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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