Rochester Periodontal Group PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rochester Periodontal Group PC
  • Sponsor EIN: 161019885
  • Sponsor Address: 900 WESTFALL RD STE B, ROCHESTER, NY, 146182635
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.3M$12,505$41,767
20237$1.0M$10,444$39,576
20228$852,353$10,655$33,998

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