Doty Pruett Wilson, PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Doty Pruett Wilson, PC
  • Sponsor EIN: 930792674
  • Sponsor Address: 285 LIBERTY STREET NE, SALEM, OR, 97301
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $3.2M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202545$3.2M$149,391$300,275
202440$2.4M$136,887$300,172
202330$1.9M$114,758$205,182
202233$1.8M$117,998$234,409

Similar Plans