Plan Snapshot
- Plan Sponsor: Orange County Thoracic & Cardiovascular Surgeons
- Sponsor EIN: 330638112
- Sponsor Address: 1310 W STEWART DR. SUITE 503, ORANGE, CA, 92868
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $5.6M | $68,310 | $92,000 |
| 2023 | 10 | $5.1M | $67,700 | $82,500 |
| 2022 | 10 | $4.3M | $56,548 | $74,500 |
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