Plan Snapshot
- Plan Sponsor: Shane Patel Dds INC
- Sponsor EIN: 844529570
- Sponsor Address: 2649 E CHAPMAN AVE, ORANGE, CA, 928693239
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $54,500
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4 | $54,500 | $5,531 | $26,831 |
| 2023 | 3 | $24,200 | $0 | $24,163 |