Benjamin Y Leong Md INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Benjamin Y Leong Md INC
  • Sponsor EIN: 271378475
  • Sponsor Address: 6370 GALLAL WAY, YORBA LINDA, CA, 928873268
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $255,625

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$255,625$51,578$23,000
20233$290,092$88,706$22,500
20223$301,956$1,800$20,500

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