Plan Snapshot
- Plan Sponsor: Timothy N. Smith, D.M.D.
- Sponsor EIN: 043339271
- Sponsor Address: 12 SPRING STREET, WEST ROXBURY, MA, 02132
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $996,567
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 | 4 | $996,567 | $38,440 | $49,405 |
| 2023 | 4 | $1.2M | $18,909 | $39,215 |
| 2022 | 2 | $1.1M | $14,001 | $45,220 |