C. Bonner Oates, D.D.S. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: C. Bonner Oates, D.D.S.
  • Sponsor EIN: 850322392
  • Sponsor Address: 1210 DUGGINS LANE, SOCORRO, NM, 878013713
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $753,700

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$753,700$0$0
20231$833,597$0$0
20221$835,118$0$0

Similar Plans