Plan Snapshot
- Plan Sponsor: Hoi Sze Wong Dds Ms INC
- Sponsor EIN: 262963623
- Sponsor Address: 450 FOURTH AVE STE 409, CHULA VISTA, CA, 919104430
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $2.3M
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. |
|---|
| 2024 | 1 | $2.3M | $25,738 | $32,899 |
| 2023 | 1 | $1.7M | $29,094 | $21,300 |
| 2022 | 1 | $1.2M | $29,265 | $20,000 |