Plan Snapshot
- Plan Sponsor: Matthew Wallace Dds INC
- Sponsor EIN: 208209398
- Sponsor Address: 6633 TELEPHONE RD, VENTURA, CA, 930032601
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.7M
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. |
|---|
| 2023 | 6 | $1.7M | $14,093 | $24,127 |
| 2022 | 6 | $1.4M | $42,148 | $21,691 |