Plan Snapshot
- Plan Sponsor: Charles C. Nunnally, Dds
- Sponsor EIN: 810600603
- Sponsor Address: 3326 FOREST LANE, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $2.1M | $25,241 | $50,821 |
| 2023 | 6 | $1.9M | $19,607 | $46,127 |
| 2022 | 6 | $1.6M | $16,889 | $41,302 |