Plan Snapshot
- Plan Sponsor: Roberto Osawa, D.V.M., A Professional Corporation
- Sponsor EIN: 352280523
- Sponsor Address: 2444 UNIVERSITY AVE., SAN DIEGO, CA, 921042722
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $920,797
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 | 9 | $920,797 | $40,000 | $0 |
| 2023 | 9 | $929,014 | $50,000 | $0 |
| 2022 | 9 | $837,229 | $60,000 | $0 |