Plan Snapshot
- Plan Sponsor: Steven H Goldstein Dds PC
- Sponsor EIN: 860820068
- Sponsor Address: 10752 N 89TH PL STE 217, SCOTTSDALE, AZ, 852606251
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $2.6M | $63,282 | $72,255 |
| 2024 | 7 | $2.3M | $61,731 | $69,514 |
| 2023 | 7 | $2.1M | $62,440 | $68,063 |
| 2022 | 8 | $1.8M | $68,251 | $58,622 |