Plan Snapshot
- Plan Sponsor: John W. Bass, M.D., Ltd.
- Sponsor EIN: 860729583
- Sponsor Address: 10930 N TATUM BLVD., PHOENIX, AZ, 85028
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.5M
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. |
|---|
| 2024 | 3 | $4.5M | $10,846 | $53,498 |
| 2023 | 3 | $4.1M | $58,040 | $70,250 |
| 2022 | 3 | $3.4M | $53,175 | $54,418 |