Plan Snapshot
- Plan Sponsor: Mark J. Katz,D.D.S.,M.S.D.,P.A.
- Sponsor EIN: 561977234
- Sponsor Address: 2018 NEW GARDEN ROAD,SUITE A, GREENSBORO, NC, 27410
- Plan Type: 401(k)
- Total Participants: 5
- 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 | 5 | $2.2M | $3,933 | $29,198 |
| 2023 | 5 | $2.2M | $3,309 | $30,000 |
| 2022 | 4 | $2.0M | $3,082 | $27,000 |
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