Plan Snapshot
- Plan Sponsor: Lakeview Orthodontics, P.C.
- Sponsor EIN: 452036604
- Sponsor Address: 1939 PATTERSON STREET, SUITE 103, GUNTERSVILLE, AL, 35976
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.2M
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 | 16 | $2.2M | $51,805 | $45,632 |
| 2023 | 16 | $2.0M | $55,025 | $45,035 |
| 2022 | 14 | $1.6M | $50,461 | $53,646 |