Matthew H. Felts, Dds, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Matthew H. Felts, Dds, LLC
  • Sponsor EIN: 371741676
  • Sponsor Address: 800 NORTH CEDAR, T OR C, NM, 87901
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $871,079

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$871,079$7,725$31,839
20236$753,980$9,965$33,124
20226$622,954$12,244$31,641

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