Gregory Huan Phan, M.D. DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Gregory Huan Phan, M.D.
  • Sponsor EIN: 770576321
  • Sponsor Address: 20269 STEVENS CREEK BOULEVARD, CUPERTINO, CA, 95014
  • Plan Type: DB
  • Total Participants: 1
  • Total Assets: $726,076

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.
20231$726,076$225,000$0
20223$500,040$200,000$0

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