Plan Snapshot
- Plan Sponsor: Jay Williamson, Do PC
- Sponsor EIN: 474350532
- Sponsor Address: 2448 E. 81ST, STE 1250, TULSA, OK, 74137
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $3.5M | $102,836 | $80,562 |
| 2023 | 10 | $3.0M | $99,630 | $75,324 |
| 2022 | 10 | $2.5M | $98,555 | $72,325 |