Plan Snapshot
- Plan Sponsor: Leif Swanson, D.D.S.
- Sponsor EIN: 204993800
- Sponsor Address: 1425 MCARTHUR STREET, MANCHESTER, TN, 37355
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $1.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $1.2M | $16,687 | $46,277 |
| 2023 | 13 | $1.2M | $18,485 | $39,413 |
| 2022 | 10 | $970,006 | $23,084 | $44,924 |