Plan Snapshot
- Plan Sponsor: Paul K. Upatham, D.D.S., M.S., INC. (Dba) Liberty Station Orthodontics
- Sponsor EIN: 510534152
- Sponsor Address: 2445 TRUXTUN ROAD SUITE 104, SAN DIEGO, CA, 921066152
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 12 | $1.3M | $48,320 | $32,900 |
| 2023 | 12 | $743,850 | $49,493 | $23,800 |
| 2022 | 12 | $598,472 | $38,555 | $22,460 |