Plan Snapshot
- Plan Sponsor: Paul C. Brooks, D.M.D., PLLC
- Sponsor EIN: 610991938
- Sponsor Address: 3600 LEXINGTON ROAD, LOUISVILLE, KY, 40207
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.0M
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 | 4 | $1.0M | $13,874 | $61,224 |
| 2023 | 4 | $1.1M | $14,202 | $62,570 |
| 2022 | 5 | $1.2M | $13,019 | $48,938 |