Plan Snapshot
- Plan Sponsor: Ann Marie Maggio, Dds
- Sponsor EIN: 822938596
- Sponsor Address: 2915 EAST SOUTHLAKE BOULEVARD, SOUTHLAKE, TX, 76092
- Plan Type: DC
- Total Participants: 8
- Total Assets: $475,411
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 8 | $475,411 | $0 | $40,191 |
| 2023 | 9 | $547,050 | $37,443 | $38,029 |
| 2022 | 8 | $414,029 | $32,139 | $775 |