Plan Snapshot
- Plan Sponsor: Stephen T. Smith, Md, PC
- Sponsor EIN: 271280963
- Sponsor Address: 19861 N. 97TH STREET, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $1.3M | $15,600 | $130,000 |
| 2023 | 5 | $998,205 | $12,000 | $127,500 |
| 2022 | 5 | $798,196 | $0 | $57,750 |