Plan Snapshot
- Plan Sponsor: Jeffrey D. Potter, D.D.S., INC.
- Sponsor EIN: 203517395
- Sponsor Address: 17300 YORBA LINDA BLVD, YORBA LINDA, CA, 928863810
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 11 | $2.4M | $15,055 | $81,920 |
| 2023 | 12 | $1.9M | $12,030 | $66,875 |
| 2022 | 10 | $1.4M | $12,670 | $46,467 |