Plan Snapshot
- Plan Sponsor: James G. Rafael Dds
- Sponsor EIN: 561955069
- Sponsor Address: 4206 BURCH BRIDGE RD, BURLINGTON, NC, 27217
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5
- Total Assets: $2.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.0M | $8,431 | $19,800 |
| 2023 | 2 | $1.9M | $6,304 | $21,696 |
| 2022 | 2 | $1.7M | $16,973 | $7,027 |
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