Plan Snapshot
- Plan Sponsor: Dale W. Greer, D.D.S., INC.
- Sponsor EIN: 751662295
- Sponsor Address: 5925 FOREST LANE, SUITE 311, DALLAS, TX, 75230
- Plan Type: DC
- Total Participants: 11
- Total Assets: $2.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $2.3M | $93,000 | $0 |
| 2024 | 7 | $2.0M | $130,962 | $0 |
| 2023 | 7 | $1.8M | $104,888 | $0 |
| 2022 | 11 | $1.4M | $60,000 | $0 |