Plan Snapshot
- Plan Sponsor: Dan Rosen, D.D.S., A Professional Corporation
- Sponsor EIN: 911954811
- Sponsor Address: 4521 SHERMAN OAKS AVE., SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 10 | $5.5M | $119,834 | $96,000 |
| 2023 | 11 | $4.5M | $114,147 | $93,750 |
| 2022 | 11 | $3.5M | $106,407 | $70,095 |
| 2021 | 12 | $4.1M | $97,952 | $66,464 |
| 2020 | 18 | $3.9M | $99,748 | $68,335 |