Plan Snapshot
- Plan Sponsor: Zvi Alpern, M.D.
- Sponsor EIN: 112755958
- Sponsor Address: 48 ROUTE 25A, SMITHTOWN, NY, 11787
- Plan Type: DC
- Total Participants: 2
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $4.7M | $48,001 | $30,500 |
| 2023 | 1 | $4.5M | $43,504 | $30,000 |
| 2022 | 2 | $4.2M | $43,730 | $27,000 |