David T. Van Zant, Dds, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: David T. Van Zant, Dds, INC.
  • Sponsor EIN: 311784040
  • Sponsor Address: PO BOX 272, WILMINGTON, OH, 451770272
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $2.6M

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.
20248$2.6M$61,212$34,961
20236$2.3M$60,902$60,507
20226$2.0M$59,952$56,400

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