Plan Snapshot
- Plan Sponsor: Barton T. Gleave, D.D.S., P.C.
- Sponsor EIN: 870429596
- Sponsor Address: 5872 S. 900 E., SUITE 200, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.3M
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 | 7 | $1.3M | $15,000 | $36,378 |
| 2023 | 6 | $1.6M | $15,000 | $37,765 |
| 2022 | 6 | $1.4M | $15,100 | $36,449 |