Plan Snapshot
- Plan Sponsor: Ely, Dubos & Stewart, D.D.S., INC.
- Sponsor EIN: 310996936
- Sponsor Address: 1200 LANCASTER PIKE, CIRCLEVILLE, OH, 43113
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.4M
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 | 9 | $3.4M | $38,597 | $99,297 |
| 2023 | 14 | $3.2M | $31,263 | $89,981 |
| 2022 | 12 | $2.7M | $33,032 | $83,008 |