Plan Snapshot
- Plan Sponsor: James W. Logeman Dds Ms INC.
- Sponsor EIN: 311378701
- Sponsor Address: PO BOX 37959, CINCINNATI, OH, 45222
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.8M | $14,025 | $39,716 |
| 2023 | 9 | $1.6M | $33,802 | $49,162 |
| 2022 | 8 | $1.3M | $20,143 | $59,666 |