Plan Snapshot
- Plan Sponsor: Petree And Seibert Family Dentistry, P.C.
- Sponsor EIN: 582215233
- Sponsor Address: 369 E BROAD ST, WINDER, GA, 306802278
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $5.5M
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 | 14 | $5.5M | $23,948 | $128,251 |
| 2023 | 13 | $4.7M | $36,700 | $126,095 |
| 2022 | 16 | $3.8M | $48,209 | $115,401 |