Plan Snapshot
- Plan Sponsor: Bonial & Associates, P.C.
- Sponsor EIN: 752285329
- Sponsor Address: 14841 DALLAS PARKWAY, SUITE 350, DALLAS, TX, 75254
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 108
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 108 | $4.0M | $0 | $0 |
| 2024 | 48 | $3.7M | $0 | $235,537 |
| 2023 | 60 | $3.6M | $0 | $219,415 |
| 2022 | 62 | $3.1M | $0 | $162,155 |