Plan Snapshot
- Plan Sponsor: Sarah J. Morris, D.D.S., P.L.L.C.
- Sponsor EIN: 205256302
- Sponsor Address: 2551 RIVER PARK PLAZA, #210, FORT WORTH, TX, 76116
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 8 | $1.1M | $24,318 | $37,220 |
| 2022 | 9 | $844,809 | $26,206 | $47,052 |