Family Dentistry, S.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Family Dentistry, S.C.
  • Sponsor EIN: 391389038
  • Sponsor Address: 135 WEST SECOND STREET, NEW RICHMOND, WI, 54017
  • Plan Type: DC
  • Total Participants: 18
  • Total Assets: $2.0M

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.
202418$2.0M$46,812$90,903
202318$3.2M$61,495$104,171
202221$2.6M$113,465$116,399

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