Plan Snapshot
- Plan Sponsor: Timothy E. Phelan, M.D.
- Sponsor EIN: 943337497
- Sponsor Address: 1621 CREEKSIDE DRIVE SUITE 102, FOLSOM, CA, 956300000
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $2.0M
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. |
| 2025 | 9 | $2.0M | $0 | $0 |
| 2024 | 7 | $1.8M | $14,381 | $50,792 |
| 2023 | 6 | $1.6M | $14,381 | $40,107 |
| 2022 | 5 | $1.3M | $14,264 | $40,987 |
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