Plan Snapshot
- Plan Sponsor: David R. Barnes, Dds
- Sponsor EIN: 262438566
- Sponsor Address: 118 WILMINGTON COVE, JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.3M
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. |
|---|
| 2025 | 8 | $1.3M | $15,018 | $47,000 |
| 2024 | 7 | $1.1M | $14,796 | $46,000 |
| 2023 | 4 | $842,192 | $15,344 | $46,169 |
| 2022 | 5 | $706,044 | $18,424 | $47,606 |