Davis Gillett Mottern & Sims L 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis Gillett Mottern & Sims L
  • Sponsor EIN: 275561157
  • Sponsor Address: 545 DUTCH VALLEY RD NE STE A, ATLANTA, GA, 303245397
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$2.1M$45,441$103,031
202315$1.7M$41,651$112,892
202214$1.3M$52,827$119,257

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