Estes Thorne Ewing & Payne PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Estes Thorne Ewing & Payne PLLC
  • Sponsor EIN: 261675644
  • Sponsor Address: 3811 TURTLE CREEK BLVD, DALLAS, TX, 75219
  • Plan Type: DC
  • Total Participants: 19
  • Total Assets: $7.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202419$7.9M$203,488$254,899
202312$6.8M$181,130$220,485
202211$5.5M$156,992$156,727

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