Edward K. Holly, D.D.S. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edward K. Holly, D.D.S.
  • Sponsor EIN: 330124739
  • Sponsor Address: 3340 KEMPER STREET, SUITE 201, SAN DIEGO, CA, 92110
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $5.0M

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.
20247$5.0M$93,038$0
20238$4.3M$91,027$0
20227$3.4M$89,118$0

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