Plan Snapshot
- Plan Sponsor: Walnut Creek - Danville Oral Surgery
- Sponsor EIN: 800673897
- Sponsor Address: 1855 SAN MIGUEL DRIVE, SUITE 25, WALNUT CREEK, CA, 945965298
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 22 | $4.0M | $166,521 | $157,069 |
| 2023 | 20 | $4.0M | $138,000 | $144,221 |
| 2022 | 21 | $3.5M | $135,744 | $156,045 |