Dillehay Management Group Profit Sharing Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dillehay Management Group Profit Sharing Plan
  • Sponsor EIN: 582582200
  • Sponsor Address: 1905 WOODSTOCK ROAD, ROSWELL, GA, 30075
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $3.7M

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.
20249$3.7M$30,466$131,012
20239$2.9M$31,674$136,607
20229$2.2M$28,182$120,320

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