Plan Snapshot
- Plan Sponsor: Stephen D. Taylor, D.M.D.
- Sponsor EIN: 330940386
- Sponsor Address: 511 E. FIRST ST., SUITE C, TUSTIN, CA, 92780
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2
- Total Assets: $6.7M
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 | 2 | $6.7M | $0 | $0 |
| 2024 | 2 | $6.9M | $0 | $0 |
| 2023 | 2 | $6.8M | $0 | $0 |
| 2022 | 2 | $6.6M | $0 | $0 |