Plan Snapshot
- Plan Sponsor: Anna E Lee Md Medical Corporat
- Sponsor EIN: 465706479
- Sponsor Address: 3998 VISTA WAY, OCEANSIDE, CA, 920564500
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $674,793
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $674,793 | $57,508 | $53,723 |
| 2024 | 3 | $476,476 | $49,117 | $54,151 |
| 2023 | 4 | $306,099 | $51,350 | $35,563 |
| 2022 | 6 | $221,267 | $51,350 | $26,000 |