Plan Snapshot
- Plan Sponsor: Joseph J. Chappell Jr., Md, PA.
- Sponsor EIN: 640664448
- Sponsor Address: 610 BRUNSON DR, TUPELO, MS, 38801
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 23 | $3.9M | $30,669 | $56,188 |
| 2023 | 30 | $3.3M | $20,659 | $66,922 |
| 2022 | 17 | $2.5M | $0 | $71,498 |