Plan Snapshot
- Plan Sponsor: Sorenson & Sorenson, M.D.'S, INC.
- Sponsor EIN: 941717034
- Sponsor Address: 3010 COLBY STREET SUITE 114, BERKELEY, CA, 94705
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $16.6M
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 | 18 | $16.6M | $165,787 | $157,284 |
| 2023 | 19 | $13.7M | $163,055 | $145,125 |
| 2022 | 18 | $10.6M | $84,358 | $140,245 |