Plan Snapshot
- Plan Sponsor: Drs. Beto & Bogardus
- Sponsor EIN: 611102975
- Sponsor Address: 400 SOUTH FOURTH STREET, DANVILLE, KY, 40422
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $4.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $4.2M | $131,046 | $76,418 |
| 2023 | 17 | $3.5M | $139,919 | $61,350 |
| 2022 | 16 | $2.8M | $103,736 | $85,259 |