Plan Snapshot
- Plan Sponsor: Megan S.K. Wiese, M.D., P.C.
- Sponsor EIN: 550832603
- Sponsor Address: 2130 MESQUITE AVE., SUITE 106, LAKE HAVASU CITY, AZ, 86403
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $2.5M
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 | 11 | $2.5M | $0 | $77,299 |
| 2023 | 7 | $2.1M | $18,804 | $75,957 |
| 2022 | 8 | $2.0M | $18,478 | $67,419 |
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