# Leonard T. Yu, M.D. 401(k) Plan
Source: https://planprovider.pro/companies/leonard-t-yu-m-d-401k-plan

> Leonard T. Yu, M.D.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leonard T. Yu, M.D.

- **Sponsor EIN:** 990324699

- **Sponsor Address:** 239 EAST WAKEA AVE., KAHULUI, HI, 96732

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

- **Total Participants:** 3

- **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:** Yes

## Plan Financials by Year

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

| 2024|3|$1.6M|$17,435|$35,300|

| 2023|3|$1.5M|$21,912|$33,300|

| 2022|3|$2.0M|$13,987|$29,400|

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