Plan Snapshot
- Plan Sponsor: Summers W. Taylor, Iii, M.D., P.C.
- Sponsor EIN: 631279487
- Sponsor Address: 2505 US HWY. 431, BOAZ, AL, 35957
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8 | $2.7M | $13,426 | $22,500 |
| 2023 | 9 | $2.5M | $67,589 | $21,635 |
| 2022 | 10 | $2.1M | $61,640 | $29,500 |