Plan Snapshot
- Plan Sponsor: W. Brian Cook, Dmd, PLLC
- Sponsor EIN: 464503774
- Sponsor Address: 4122 SHELBYVILLE ROAD, LOUISVILLE, KY, 402073242
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $1.7M | $8,644 | $31,000 |
| 2024 | 4 | $1.7M | $10,529 | $30,500 |
| 2023 | 3 | $1.5M | $8,548 | $30,000 |
| 2022 | 3 | $1.4M | $8,446 | $20,500 |