Plan Snapshot
- Plan Sponsor: James R. Willcox, D.M.D., P.C An Oregon Professional Corporation.
- Sponsor EIN: 930638900
- Sponsor Address: PO BOX 2030, THE DALLES, OR, 97058
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $6.7M
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 | 5 | $6.7M | $7,520 | $41,650 |
| 2023 | 5 | $6.3M | $6,510 | $40,301 |
| 2022 | 5 | $6.7M | $5,820 | $35,894 |
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