# Karen S. Potter, D.D.S., INC. 401(k) Plan
Source: https://planprovider.pro/companies/karen-s-potter-d-d-s-inc-401k-plan

> Karen S. Potter, D.D.S., INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Karen S. Potter, D.D.S., INC.

- **Sponsor EIN:** 273374225

- **Sponsor Address:** 665 CAMINO DE LOS MARES, SUITE 204, SAN CLEMENTE, CA, 92673

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $1.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$1.6M|$68,539|$23,723|

| 2023|3|$1.3M|$58,952|$23,220|

| 2022|2|$1.0M|$50,457|$21,337|

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