Plan Snapshot
- Plan Sponsor: Robert L. Caulkins, D.O.
- Sponsor EIN: 911414094
- Sponsor Address: 2601 CHERRY AVE., SUITE 208, BREMERTON, WA, 98310
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8 | $4.4M | $24,774 | $68,125 |
| 2023 | 7 | $3.5M | $30,339 | $89,026 |
| 2022 | 9 | $2.7M | $26,920 | $86,175 |