Plan Snapshot
- Plan Sponsor: Kent W. Small, M.D., A Medical Corporation
- Sponsor EIN: 201561834
- Sponsor Address: 411 N. CENTRAL AVE., #115, GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.3M
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 | 13 | $3.3M | $0 | $14,628 |
| 2023 | 13 | $3.0M | $0 | $18,346 |
| 2022 | 18 | $1.2M | $26,871 | $14,350 |