Plan Snapshot
- Plan Sponsor: Michael J. Giesy, D.M.D., PLLC
- Sponsor EIN: 912047668
- Sponsor Address: 6004 WESTGATE BLVD, SUITE 210, TACOMA, WA, 984062503
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 8
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $4.5M | $88,118 | $58,753 |
| 2023 | 7 | $4.0M | $89,324 | $81,652 |
| 2022 | 8 | $3.5M | $97,525 | $103,022 |
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