Plan Snapshot
- Plan Sponsor: Dr. Lawrence L. Phan, D.M.D., P.C.
- Sponsor EIN: 202223286
- Sponsor Address: 1330 BEACON STREET, BROOKLINE, MA, 02446
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $3.0M | $52,340 | $31,074 |
| 2023 | 7 | $2.6M | $49,342 | $30,406 |
| 2022 | 6 | $2.2M | $46,341 | $27,000 |