Plan Snapshot
- Plan Sponsor: Dennis Sommer, O.D.
- Sponsor EIN: 351642799
- Sponsor Address: 316 PINE LAKE AVE, LA PORTE, IN, 46350
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.9M | $59,885 | $0 |
| 2023 | 5 | $2.3M | $58,316 | $0 |
| 2022 | 5 | $1.8M | $58,045 | $0 |