Plan Snapshot
- Plan Sponsor: John G. Yuan, Md, PC
- Sponsor EIN: 113599367
- Sponsor Address: 1129 NORTHERN BOULEVARD, MANHASSET, NY, 11030
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $8.6M | $104,458 | $67,572 |
| 2023 | 3 | $5.0M | $89,875 | $63,936 |
| 2022 | 3 | $3.2M | $87,970 | $62,701 |