Plan Snapshot
- Plan Sponsor: Kevin L. Carlton Dds, Ms, PA
- Sponsor EIN: 300005304
- Sponsor Address: 4601 BUFFALO GAP RD SUITE C-4, ABILENE, TX, 79606
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 12 | $3.2M | $123,438 | $76,052 |
| 2023 | 9 | $2.7M | $112,974 | $61,550 |
| 2022 | 8 | $2.5M | $71,617 | $34,010 |