Jeffrey L Rumley Dds PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey L Rumley Dds PA
  • Sponsor EIN: 561991249
  • Sponsor Address: 1103 NORTH BROWN STREET, WASHINGTON, NC, 27889
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $4.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$4.8M$60,861$50,712
20237$4.0M$57,800$41,817
20227$3.3M$53,751$44,294

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