Plan Snapshot
- Plan Sponsor: Surgical Associates Of Marshall Co., P.C.
- Sponsor EIN: 631286724
- Sponsor Address: 133 WALL STREET, ALBERTVILLE, AL, 35951
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 8 | $4.4M | $112,566 | $86,624 |
| 2023 | 10 | $4.1M | $108,354 | $88,400 |
| 2022 | 10 | $3.9M | $95,594 | $78,550 |