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: DB
- Total Participants: 11
- Total Assets: $2.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.1M | $0 | $0 |
| 2023 | 12 | $1.5M | $280,000 | $0 |
| 2022 | 10 | $879,987 | $238,000 | $0 |