Plan Snapshot
- Plan Sponsor: Victoria A. Shook, D.D.S., A Professional Corporation
- Sponsor EIN: 954863699
- Sponsor Address: 28138 S. WESTERN AVE, SAN PEDRO, CA, 90732
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $806,500
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. |
|---|
| 2024 | 2 | $806,500 | $81,650 | $61,191 |
| 2023 | 4 | $608,148 | $94,601 | $61,183 |
| 2022 | 4 | $348,419 | $89,556 | $55,032 |