Plan Snapshot
- Plan Sponsor: Michael Wu M D INC
- Sponsor EIN: 205662407
- Sponsor Address: 3 POINTE DR STE 305, BREA, CA, 928217604
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $2.0M
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. |
|---|
| 2024 | 1 | $2.0M | $43,896 | $13,056 |
| 2023 | 1 | $1.7M | $46,896 | $13,056 |
| 2022 | 1 | $1.3M | $43,896 | $13,056 |