Plan Snapshot
- Plan Sponsor: Joe S. Zhou, Md
- Sponsor EIN: 233039345
- Sponsor Address: 5819 MEADOW DR, OREFIELD, PA, 180698807
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 2 | $2.1M | $20,802 | $0 |
| 2022 | 2 | $1.8M | $20,260 | $0 |