Jerrold Sugarman, D.D.S., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jerrold Sugarman, D.D.S., INC.
  • Sponsor EIN: 770085570
  • Sponsor Address: 11200 CORBIN AVENUE, SUITE 106, PORTER RANCH, CA, 91326
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $53,585

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$53,585$0$0
20233$77,497$0$0
20223$90,274$0$0

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