# Sorenson & Sorenson, M.D.'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sorenson-sorenson-m-d-s-inc-401k-plan

> Sorenson & Sorenson, M.D.'S, INC.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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