David Sun, D.D.S., INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: David Sun, D.D.S., INC.
  • Sponsor EIN: 271587438
  • Sponsor Address: 10 E. HUNTINGTON DR. SUITE D, ARCADIA, CA, 91006
  • Plan Type: DB
  • Total Participants: 3
  • Total Assets: $1.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.2M$200,000$0
20233$1.2M$100,000$0
20223$1.2M$100,000$0

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