Plan Snapshot
- Plan Sponsor: Scott Mcelroy, Dds, Mds
- Sponsor EIN: 202724510
- Sponsor Address: 12677 ALCOSTA BLVD., SUITE 425, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $2.4M | $12,200 | $32,763 |
| 2023 | 4 | $2.0M | $14,891 | $36,566 |
| 2022 | 5 | $1.6M | $16,866 | $56,609 |