Craig R. Jolley, Dmd, PLLC 401(K) Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Craig R. Jolley, Dmd, PLLC 401(K) Plan
  • Sponsor EIN: 141967811
  • Sponsor Address: 27203 216TH AVE. SE, SUITE B, MAPLE VALLEY, WA, 980383274
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$1.2M$35,145$58,121
20239$1.0M$33,705$56,210
202210$840,827$31,033$53,299

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