Plan Snapshot
- Plan Sponsor: Steven C. Sommerfeld, D.D.S., P.C.
- Sponsor EIN: 364196218
- Sponsor Address: 1893 SHERIDAN ROAD, HIGHLAND PARK, IL, 60035
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.5M
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 | 7 | $1.5M | $13,317 | $37,350 |
| 2023 | 3 | $1.1M | $11,422 | $27,890 |
| 2022 | 4 | $880,920 | $11,661 | $27,820 |