Plan Snapshot
- Plan Sponsor: Sovi Joseph, M.D., P.A.
- Sponsor EIN: 205641739
- Sponsor Address: 6085 SW 112 ST, PINECREST, FL, 33156
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $623,883
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 | 0 | $623,883 | $0 | $0 |
| 2023 | 0 | $1.8M | $0 | $0 |
| 2022 | 0 | $1.6M | $57,515 | $54,000 |