Plan Snapshot
- Plan Sponsor: Thomas D. Lei, M.D.
- Sponsor EIN: 753083361
- Sponsor Address: P.O. BOX 46, LOS ALTOS, CA, 94023
- Plan Type: DB
- Total Participants: 2
- Total Assets: $3.1M
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. |
|---|
| 2024 | 2 | $3.1M | $180,000 | $0 |
| 2023 | 2 | $3.6M | $100,000 | $0 |
| 2022 | 2 | $3.3M | $50,000 | $0 |