Plan Snapshot
- Plan Sponsor: Scot E Burgess Dmd PC
- Sponsor EIN: 931284626
- Sponsor Address: 20309 N 272ND LN, BUCKEYE, AZ, 85396
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $3.5M | $0 | $0 |
| 2023 | 1 | $3.2M | $0 | $0 |
| 2022 | 1 | $2.8M | $8,955 | $26,370 |