Michael R. Kelson, D.D.S., PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael R. Kelson, D.D.S., PLLC
  • Sponsor EIN: 911683476
  • Sponsor Address: 3624 ENSIGN ROAD NE, OLYMPIA, WA, 98506
  • Plan Type: DC
  • Total Participants: 9
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$7.2M$143,566$0
20236$5.9M$132,807$0
20226$4.7M$129,467$0

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