Plan Snapshot
- Plan Sponsor: James C Yee Md INC
- Sponsor EIN: 300139302
- Sponsor Address: 1600 CREEKSIDE DRIVE SUITE 3400, FOLSOM, CA, 956300000
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $6.8M | $127,185 | $30,168 |
| 2023 | 7 | $5.5M | $130,211 | $23,682 |
| 2022 | 9 | $3.1M | $106,360 | $30,168 |
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