Plan Snapshot
- Plan Sponsor: Leeanne S. Sera, D.D.S., A Professional Corporation
- Sponsor EIN: 200940171
- Sponsor Address: 2585 HOMESTEAD RD., SUITE 102, SANTA CLARA, CA, 950515371
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $146,069
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $146,069 | $16,699 | $47,162 |
| 2023 | 8 | $71,745 | $14,387 | $40,643 |
| 2022 | 9 | $11,141 | $0 | $11,347 |