Plan Snapshot
- Plan Sponsor: C. George Lai, M.D., INC.
- Sponsor EIN: 954485549
- Sponsor Address: 500 N. GARFIELD AVE., #100, MONTEREY PARK, CA, 917541242
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6 | $12.1M | $104,572 | $70,120 |
| 2023 | 7 | $10.7M | $85,630 | $70,641 |
| 2022 | 11 | $9.2M | $92,605 | $64,640 |