Plan Snapshot
- Plan Sponsor: Lowell B Davis Dds Ms Profit Sharing Plan And Trust
- Sponsor EIN: 939845242
- Sponsor Address: 2844 SUMMIT ST STE 202, OAKLAND, CA, 946093642
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $310,271
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. |
|---|
| 2023 | 1 | $310,271 | $0 | $0 |