Plan Snapshot
- Plan Sponsor: Stephen H. Passalacqua, Dds, PC
- Sponsor EIN: 271528313
- Sponsor Address: 3 1/2 OXFORD ROAD, NEW HARTFORD, NY, 134132608
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.5M | $13,997 | $68,802 |
| 2023 | 7 | $1.3M | $10,771 | $60,412 |
| 2022 | 7 | $1.1M | $18,851 | $47,942 |