# Zvi Alpern, M.D. DC Plan
Source: https://planprovider.pro/companies/zvi-alpern-m-d-plan

> Zvi Alpern, M.D.'s DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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