Plan Snapshot
- Plan Sponsor: Kell Family Dental, S.C.
- Sponsor EIN: 391931127
- Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 5 | $1.0M | $14,798 | $82,103 |
| 2023 | 5 | $1.0M | $14,798 | $82,103 |
| 2022 | 5 | $771,959 | $16,065 | $66,549 |
| 2021 | 5 | $630,069 | $46,796 | $80,318 |
| 2020 | 5 | $496,205 | $52,306 | $51,225 |