Plan Snapshot
- Plan Sponsor: Jason D. Clark, D.D.S., P.A.
- Sponsor EIN: 202303989
- Sponsor Address: 7810 PROVIDENCE ROAD, CHARLOTTE, NC, 28226
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 8 | $2.5M | $52,611 | $46,165 |
| 2023 | 7 | $2.0M | $41,741 | $46,210 |
| 2022 | 6 | $1.8M | $25,198 | $41,771 |