Plan Snapshot
- Plan Sponsor: Victoria Moore, D.D.S., Apc
- Sponsor EIN: 202146737
- Sponsor Address: 235 N SAN MATEO DR, SUITE 400, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $4.7M | $51,974 | $30,500 |
| 2023 | 10 | $4.1M | $51,107 | $30,000 |
| 2022 | 9 | $3.5M | $47,912 | $27,000 |