Don W. Heyen, Dds 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Don W. Heyen, Dds
  • Sponsor EIN: 752869548
  • Sponsor Address: 4501 CALL FIELD RD, WICHITA FALLS, TX, 76308
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $3.6M

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.
20237$3.6M$68,703$60,627
20226$3.0M$63,471$62,355

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