Plan Snapshot
- Plan Sponsor: Tanweer A. Memon, M.D., P.A.
- Sponsor EIN: 205132073
- Sponsor Address: 2852 TAMIAMI TRAIL, UNIT 5, PORT CHARLOTTE, FL, 339525100
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.4M
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 | 4 | $1.4M | $15,428 | $61,000 |
| 2023 | 5 | $1.2M | $14,648 | $60,000 |
| 2022 | 5 | $965,400 | $15,039 | $41,000 |