Plan Snapshot
- Plan Sponsor: Winchester Oral Surgery, PC
- Sponsor EIN: 200690203
- Sponsor Address: 955 MAIN STREET, WINCHESTER, MA, 01890
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $5.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $5.4M | $99,157 | $129,302 |
| 2023 | 16 | $4.6M | $94,275 | $120,646 |
| 2022 | 17 | $3.8M | $92,148 | $106,584 |