# Scot E Burgess Dmd PC 401(k) Plan
Source: https://planprovider.pro/companies/scot-e-burgess-dmd-pc-401k-plan

> Scot E Burgess Dmd PC&#39;s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Pathways Counseling Services, PLLC](https://planprovider.pro/companies/pathways-counseling-services-pllc-plan) — 2 participants

- [Flagstaff Pediatric Dentistry, P.C.](https://planprovider.pro/companies/flagstaff-pediatric-dentistry-p-c-plan-003) — 2 participants

- [Camelback Ped Dentistry & Ortho PLC](https://planprovider.pro/companies/camelback-ped-dentistry-ortho-plc-plan) — 2 participants

- [Matthew F. Linaker, D.D.S., P.C.](https://planprovider.pro/companies/matthew-f-linaker-d-d-s-p-c-401k-plan) — 0 participants

- [Robert J. Kostial, D.D.S., P.C.](https://planprovider.pro/companies/robert-j-kostial-d-d-s-p-c-plan) — 2 participants

- [Lance D. Green Dds, P.C.](https://planprovider.pro/companies/lance-d-green-dds-p-c-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/scot-e-burgess-dmd-pc-401k-plan)

&copy; 2026 PlanProvider.Pro
