Lawrence W. Westbury, D.D.S. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lawrence W. Westbury, D.D.S.
  • Sponsor EIN: 953748459
  • Sponsor Address: 515 E. MICHELTORENA STREET, SUITE E, SANTA BARBARA, CA, 93103
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $10.7M

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.
20243$10.7M$83,442$42,500
20233$6.7M$63,658$42,000
20223$4.6M$55,432$39,000

Similar Plans