Russell G. Choy, D.D.S. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Russell G. Choy, D.D.S.
  • Sponsor EIN: 943111665
  • Sponsor Address: 450 SUTTER STREET, SUITE 2033, SAN FRANCISCO, CA, 94108
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.7M$21,084$29,270
20231$1.5M$7,976$30,131
20222$1.4M$16,986$37,590

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