Steven F. Brizendine, D.D.S., M.S., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steven F. Brizendine, D.D.S., M.S., INC.
  • Sponsor EIN: 942168742
  • Sponsor Address: 525 S. FAIRMONT AVE., SUITE A, LODI, CA, 95240
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $615,944

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$615,944$6,684$9,050
20237$615,944$6,684$9,050
20229$577,896$8,167$10,446

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