Plan Snapshot
- Plan Sponsor: Grant W Heinz, M.D., P.C.
- Sponsor EIN: 861010140
- Sponsor Address: 6007 E. BASELINE ROAD, # 101, MESA, AZ, 85206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $3.0M
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. |
|---|
| 2024 | 8 | $3.0M | $20,326 | $53,355 |
| 2023 | 7 | $2.7M | $27,282 | $86,727 |
| 2022 | 5 | $2.3M | $18,590 | $58,232 |
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