Kolody Orthodontics 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Kolody Orthodontics
  • Sponsor EIN: 260507578
  • Sponsor Address: 1600 COLORADO AVENUE BUILDING 2, TURLOCK, CA, 953820000
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $1.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20237$1.5M$26,011$52,560
20227$1.3M$38,034$47,563

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