Plan Snapshot
- Plan Sponsor: Southlake Neurology & Neurophysiology Clinic LLC
- Sponsor EIN: 205689289
- Sponsor Address: 175 STONEBRIDGE LANE, STE. 100, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.5M
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. |
|---|
| 2024 | 11 | $1.5M | $20,259 | $50,821 |
| 2023 | 18 | $1.3M | $26,005 | $90,071 |
| 2022 | 11 | $1.1M | $27,053 | $85,516 |