Plan Snapshot
- Plan Sponsor: Anna Lu Dmd, Apc
- Sponsor EIN: 205487799
- Sponsor Address: 7042 DUBLIN AVE, DUBLIN, CA, 94568
- Plan Type: DB
- Total Participants: 8
- Total Assets: $2.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $2.4M | $600,000 | $0 |
| 2023 | 7 | $1.8M | $165,500 | $0 |
| 2022 | 9 | $1.8M | $515,600 | $0 |