Plan Snapshot
- Plan Sponsor: Timothy D Conway Dds PC
- Sponsor EIN: 391715859
- Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.0M | $11,994 | $57,599 |
| 2023 | 5 | $1.7M | $68,235 | $11,834 |
| 2022 | 5 | $1.4M | $11,428 | $49,420 |