Nicholas C. Davis, D.D.S., INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Nicholas C. Davis, D.D.S., INC.
  • Sponsor EIN: 330120017
  • Sponsor Address: 1194 MORNINGSIDE DRIVE, LAGUNA BEACH, CA, 92651
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $4.5M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$4.5M$8,750$30,000
20222$4.0M$16,942$56,450

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