Plan Snapshot
- Plan Sponsor: Kay Stephens Md
- Sponsor EIN: 680364792
- Sponsor Address: 2440 SISTER MARY COLUMBA DRIVE, RED BLUFF, CA, 96080
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.3M
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 | 3 | $2.3M | $43,880 | $7,500 |
| 2023 | 3 | $1.9M | $52,451 | $7,500 |
| 2022 | 3 | $1.7M | $58,627 | $6,000 |