Plan Snapshot
- Plan Sponsor: David Pete Windham, Dmd
- Sponsor EIN: 592437510
- Sponsor Address: 5701 HICKORY STREET, PANAMA CITY, FL, 32404
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $2.6M | $14,197 | $76,129 |
| 2023 | 17 | $2.3M | $96,181 | $73,100 |
| 2022 | 13 | $1.8M | $83,379 | $62,200 |