Monte F. Person, D.D.S. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Monte F. Person, D.D.S.
  • Sponsor EIN: 942249007
  • Sponsor Address: 5678 NORTH PALM AVENUE, SUITE 105, FRESNO, CA, 937041850
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$2.6M$0$0
20239$3.2M$25,490$0
202210$2.8M$23,752$0

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