Edward Y. Young, D.D.S., Sole Proprietor DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edward Y. Young, D.D.S., Sole Proprietor
  • Sponsor EIN: 941726156
  • Sponsor Address: 1701 WEST MARCH LANE, SUITE E, STOCKTON, CA, 95207
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $1.6M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.6M$29,300$0
20231$1.5M$21,539$0
20223$1.3M$25,065$0

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