Plan Snapshot
- Plan Sponsor: Charlene R. Chan, D.D.S., INC
- Sponsor EIN: 952652380
- Sponsor Address: 4970 RANCH RD, TIBURON, CA, 949201047
- Plan Type: DC
- Plan Number: 004
- Total Participants: 5
- Total Assets: $14.4M
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. |
|---|
| 2025 | 5 | $14.4M | $0 | $0 |
| 2024 | 3 | $13.6M | $37,770 | $0 |
| 2023 | 3 | $12.1M | $23,370 | $0 |
| 2022 | 3 | $10.3M | $33,100 | $0 |