Plan Snapshot
- Plan Sponsor: Simon P. Morris, D.D.S., INC.
- Sponsor EIN: 811415643
- Sponsor Address: 14507 S. BASCOM AVE., LOS GATOS, CA, 95032
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $3.4M | $62,932 | $51,250 |
| 2023 | 6 | $2.7M | $52,955 | $30,000 |
| 2022 | 4 | $2.2M | $51,342 | $29,358 |