Whole Tree Dentistry, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Whole Tree Dentistry, PC
  • Sponsor EIN: 020655499
  • Sponsor Address: 2400 A DOUBLE CHURCHES RD, COLUMBUS, GA, 31909
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 6
  • Total Assets: $7,716

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$7,716$0$46,605
20234$2,930$0$31,576

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