Plan Snapshot
- Plan Sponsor: Amy K Lowe, Dds, PC
- Sponsor EIN: 204735222
- Sponsor Address: 116 W. THIRD STREET, ANACONDA, MT, 59711
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $1.1M | $13,057 | $59,479 |
| 2023 | 7 | $911,797 | $12,617 | $56,627 |
| 2022 | 7 | $749,396 | $10,641 | $40,026 |