Jordi X. Kellogg, Md, PC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Jordi X. Kellogg, Md, PC
  • Sponsor EIN: 931302354
  • Sponsor Address: 9200 SE 91ST AVENUE SUITE 340, HAPPY VALLEY, OR, 97086
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $16,321

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$16,321$0$0
20221$16,279$0$0

Similar Plans