Hon Yu, M.D., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hon Yu, M.D., INC.
  • Sponsor EIN: 953700129
  • Sponsor Address: 3843 S. BRISTOL ST, STE 291, SANTA ANA, CA, 92704
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $1.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.4M$21,753$30,500
20232$1.4M$25,000$30,000
20222$1.4M$25,000$27,000

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