Guy M. Lewis, D.D.S., P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Guy M. Lewis, D.D.S., P.A.
  • Sponsor EIN: 760148201
  • Sponsor Address: 4800 WEST PANTHER CREEK, SUITE 200, THE WOODLANDS, TX, 77381
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $6.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202416$6.5M$80,731$0
202314$5.1M$103,542$0
202214$3.7M$86,502$0

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