Plan Snapshot
- Plan Sponsor: Alan R. Owen, Dds, INC.
- Sponsor EIN: 731307908
- Sponsor Address: 7300 N. MACARTHUR, OKLAHOMA CITY, OK, 73132
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $713,707
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $713,707 | $7,633 | $37,250 |
| 2023 | 4 | $614,657 | $9,577 | $46,587 |
| 2022 | 4 | $750,353 | $9,995 | $48,208 |
| 2020 | 5 | $1.0M | $10,459 | $40,887 |