Plan Snapshot
- Plan Sponsor: Gregory J. & Cynthia P. Jaun, Dds, INC. 401k Profit Sharing Plan
- Sponsor EIN: 300117933
- Sponsor Address: 9157 MONTGOMERY RD, MONTGOMERY, OH, 452427731
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.9M | $22,651 | $64,120 |
| 2023 | 7 | $1.7M | $22,091 | $70,740 |
| 2022 | 9 | $1.5M | $21,208 | $64,400 |