# Timothy E. Phelan, M.D. 401(k) Plan
Source: https://planprovider.pro/companies/timothy-e-phelan-md-401k-plan

> Timothy E. Phelan, M.D.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 7

- **Total Assets:** $1.8M

## 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.|

| 2024|7|$1.8M|$14,381|$50,792|

| 2023|7|$1.6M|$14,381|$40,107|

| 2022|6|$1.3M|$14,264|$40,987|

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