Plan Snapshot
- Plan Sponsor: Phillip B Aubin Dds PC
- Sponsor EIN: 201061208
- Sponsor Address: 6 MANGS DR, SHREWSBURY, MA, 015454090
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 4 | $2.3M | $49,572 | $68,792 |
| 2023 | 4 | $1.1M | $49,260 | $60,000 |
| 2022 | 4 | $474,336 | $44,174 | $54,000 |