Plan Snapshot
- Plan Sponsor: Scott L. Worley, D.D.S.
- Sponsor EIN: 721492405
- Sponsor Address: 4600 LAKE STREET, LAKE CHARLES, LA, 70605
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $289,083
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $289,083 | $11,650 | $45,338 |
| 2023 | 18 | $3.5M | $15,995 | $38,478 |
| 2022 | 20 | $3.4M | $34,274 | $37,206 |