Davis Lucas Carter, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis Lucas Carter, LLP
  • Sponsor EIN: 933820977
  • Sponsor Address: 210 EAST 2ND AVENUE, ROME, GA, 30161
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $3.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$3.1M$55,628$92,987

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