Plan Snapshot
- Plan Sponsor: K. Clay Ellis, Jr., Dmd, LLC
- Sponsor EIN: 630849901
- Sponsor Address: 311 S 5TH STREET, GADSDEN, AL, 35901
- Plan Type: DC
- Total Participants: 19
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 19 | $2.9M | $114,465 | $0 |
| 2024 | 12 | $2.5M | $90,638 | $0 |
| 2023 | 11 | $2.1M | $82,484 | $0 |
| 2022 | 9 | $1.8M | $75,355 | $0 |