# Jeffrey D. Potter, D.D.S., INC. 401(k) Plan
Source: https://planprovider.pro/companies/jeffrey-d-potter-d-d-s-inc-plan

> Jeffrey D. Potter, D.D.S., INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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