Plan Snapshot
- Plan Sponsor: Mcdonald And Simmons PC
- Sponsor EIN: 752268179
- Sponsor Address: 8330 MEADOW RD STE 210, DALLAS, TX, 752310318
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 11 | $3.5M | $64,529 | $48,558 |
| 2023 | 10 | $3.3M | $53,192 | $54,829 |
| 2022 | 8 | $3.9M | $65,614 | $34,534 |