Plan Snapshot
- Plan Sponsor: Brian R. Toy, Md
- Sponsor EIN: 201923372
- Sponsor Address: 26732 CROWN VALLEY PKWY STE 445, MISSION VIEJO, CA, 926918522
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.5M
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 | 4 | $1.5M | $60,665 | $34,340 |
| 2023 | 3 | $1.4M | $53,807 | $33,840 |
| 2022 | 2 | $1.1M | $46,686 | $24,340 |