Plan Snapshot
- Plan Sponsor: Lakeside Oral & Facial Surgery Institute LLC
- Sponsor EIN: 811681209
- Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $1.1M | $16,883 | $53,238 |
| 2023 | 6 | $481,112 | $71,407 | $47,733 |
| 2022 | 7 | $242,336 | $67,155 | $43,524 |