Plan Snapshot
- Plan Sponsor: Kevin D. Wallace, Dmd, PC
- Sponsor EIN: 431663322
- Sponsor Address: 1200 E WOODHURST DR STE A200, SPRINGFIELD, MO, 65804
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 4 | $1.9M | $63,044 | $34,141 |
| 2023 | 4 | $1.7M | $61,684 | $33,458 |
| 2022 | 4 | $1.5M | $56,089 | $30,902 |