Plan Snapshot
- Plan Sponsor: J. Mark Folks, Dds, PC
- Sponsor EIN: 202048662
- Sponsor Address: 1816 N. MAIN, MIAMI, OK, 74354
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 23 | $2.3M | $42,279 | $107,357 |
| 2023 | 17 | $1.7M | $34,960 | $92,669 |
| 2022 | 18 | $1.4M | $28,669 | $77,199 |