Plan Snapshot
- Plan Sponsor: Curtis E. Jansen, D.D.S.
- Sponsor EIN: 770423303
- Sponsor Address: 34 DORMODY CT., MONTEREY, CA, 939402903
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.2M | $120,998 | $103,506 |
| 2023 | 9 | $1.8M | $112,350 | $102,646 |
| 2022 | 8 | $1.4M | $72,771 | $80,005 |