Plan Snapshot
- Plan Sponsor: Jeffrey A. Sweat, Md, PC
- Sponsor EIN: 473736124
- Sponsor Address: 3000 S STREET, SACRAMENTO, CA, 95816
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $511,804
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 12 | $511,804 | $29,000 | $70,640 |
| 2023 | 11 | $365,339 | $28,194 | $72,753 |
| 2022 | 15 | $228,992 | $31,643 | $107,565 |
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