Plan Snapshot
- Plan Sponsor: Stephen E Smith Md PA
- Sponsor EIN: 900128040
- Sponsor Address: 4225 EVANS AVE, FORT MYERS, FL, 339019311
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $589,690
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 23 | $589,690 | $0 | $0 |
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