Elliott, Bailey & Amon, P.C DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Elliott, Bailey & Amon, P.C
  • Sponsor EIN: 731400514
  • Sponsor Address: 6033 S 66TH E AVE, TULSA, OK, 74145
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$3.5M$18,000$41,000
20234$3.2M$4,200$41,000
20224$2.8M$8,160$39,000

Similar Plans