Craig R Mundy Dds INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Craig R Mundy Dds INC
  • Sponsor EIN: 463790412
  • Sponsor Address: 5446 N PALM AVE STE 103, FRESNO, CA, 937041945
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $612,118

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.
20247$612,118$7,052$47,621
20235$487,550$3,263$52,288
20227$382,656$0$22,250

Similar Plans