A. Terrel Williams, Md, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: A. Terrel Williams, Md, PLLC
  • Sponsor EIN: 640769471
  • Sponsor Address: 3000 OLD CANTON RD, SUITE 305, JACKSON, MS, 39216
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.0M$13,800$30,500
20237$1.8M$26,356$30,000
20226$1.6M$50,342$27,000

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