Plan Snapshot
- Plan Sponsor: David Travis, D.D.S., P.C.
- Sponsor EIN: 621116085
- Sponsor Address: 715 MORTON STREET, PARIS, TN, 38242
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $1.8M
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 | 17 | $1.8M | $210,422 | $21,823 |
| 2024 | 15 | $995,287 | $206,667 | $18,637 |
| 2023 | 14 | $648,021 | $224,042 | $17,227 |
| 2022 | 14 | $307,888 | $191,207 | $7,678 |