Charles C Wall Dds PC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Charles C Wall Dds PC
  • Sponsor EIN: 200454648
  • Sponsor Address: 2200 EAST 4500 SOUTH STE 240, HOLLADAY, UT, 84117
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 3
  • Total Assets: $3.9M

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.
20253$3.9M$0$0
20243$3.3M$50,141$61,000
20233$2.6M$57,850$45,000
20223$1.9M$53,650$40,000

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