Plan Snapshot
- Plan Sponsor: Gregory Daw Smith Md
- Sponsor EIN: 330363210
- Sponsor Address: 161 THUNDER DR STE 207, VISTA, CA, 920836052
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $1.2M | $0 | $0 |
| 2024 | 4 | $1.1M | $25,630 | $39,414 |
| 2023 | 4 | $836,489 | $26,520 | $35,999 |
| 2022 | 4 | $651,812 | $30,460 | $55,296 |
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