Roger W.K. Joe, Dds, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roger W.K. Joe, Dds, INC.
  • Sponsor EIN: 844133201
  • Sponsor Address: 19872 FALCON CREST WAY, NORTHRIDGE, CA, 91326
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $1.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.9M$0$0
20235$1.8M$0$0
20225$1.7M$0$0

Similar Plans