Plan Snapshot
- Plan Sponsor: Rick Ullery Dds PC
- Sponsor EIN: 830336116
- Sponsor Address: 1972 EAST 1ST STREET, CASPER, WY, 82601
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $975,027
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 | 2 | $975,027 | $30,504 | $61,000 |
| 2023 | 3 | $844,505 | $32,048 | $62,500 |
| 2022 | 3 | $727,517 | $31,406 | $56,650 |