Plan Snapshot
- Plan Sponsor: Kevin Purviance Dmd LLC
- Sponsor EIN: 260455196
- Sponsor Address: 61 S MAIN ST STE 301, WEST HARTFORD, CT, 061072487
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7 | $2.5M | $64,017 | $56,625 |
| 2023 | 6 | $2.0M | $70,663 | $53,636 |
| 2022 | 6 | $1.6M | $80,873 | $49,003 |