Jacob Werba, D.D.S. Ltd. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Jacob Werba, D.D.S. Ltd.
  • Sponsor EIN: 200639829
  • Sponsor Address: 655 BROAD STREET, PROVIDENCE, RI, 02907
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $975,654

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20233$975,654$0$0
20223$641,674$0$0

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