Plan Snapshot
- Plan Sponsor: Ackley, Ackley & Wise, Dmds, PA
- Sponsor EIN: 592209155
- Sponsor Address: 1530 PINEHURST DRIVE, SPRING HILL, FL, 346064555
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $23.6M
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 | 27 | $23.6M | $239,650 | $163,785 |
| 2023 | 26 | $21.1M | $245,585 | $160,538 |
| 2022 | 25 | $19.8M | $194,670 | $138,007 |