Plan Snapshot
- Plan Sponsor: Tony Philip Vertongen, D.D.S., P.C.
- Sponsor EIN: 453233256
- Sponsor Address: 730 POLHEMUS ROAD, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.4M | $39,705 | $69,600 |
| 2023 | 7 | $1.1M | $33,252 | $67,200 |
| 2022 | 8 | $817,576 | $19,949 | $63,470 |