Bruce R Carlton Md INC DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bruce R Carlton Md INC
  • Sponsor EIN: 942343258
  • Sponsor Address: 292 ALAMO STREET STE 2, VACAVILLE, CA, 956880000
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $4.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$4.7M$0$0
20243$4.7M$0$0
20234$4.3M$0$0
20224$3.8M$0$0

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