Plan Snapshot
- Plan Sponsor: David R. Plotner, M.D., A Professional Corporation
- Sponsor EIN: 330065299
- Sponsor Address: 201 W. VALLEY PARKWAY, ESCONDIDO, CA, 92025
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $239,263
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $239,263 | $0 | $0 |
| 2024 | 4 | $214,846 | $2,988 | $9,955 |
| 2023 | 4 | $180,594 | $2,579 | $9,166 |
| 2022 | 5 | $526,554 | $3,057 | $18,512 |
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