Wellesley Oral & Maxillofacial Surgery Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wellesley Oral & Maxillofacial Surgery Associates, INC.
  • Sponsor EIN: 042449861
  • Sponsor Address: 332 WASHINGTON STREET, WELLESLEY HILLS, MA, 02481
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.9M$27,163$80,395
20235$2.4M$27,125$79,628
20225$2.0M$27,057$75,315

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