Plan Snapshot
- Plan Sponsor: Kara Nance Md PC D/B/A Wellessencemd
- Sponsor EIN: 452044337
- Sponsor Address: 919 NORTH PLUM GROVE ROAD, SUITE A, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
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 | 3 | $1.4M | $89,058 | $38,961 |
| 2023 | 3 | $1.2M | $89,318 | $17,427 |
| 2022 | 4 | $954,216 | $64,839 | $18,035 |