Plan Snapshot
- Plan Sponsor: C. Jeffrey Carlson, M.D.
- Sponsor EIN: 942855300
- Sponsor Address: 9520 MACDONALD COURT, PLEASANTON, CA, 94588
- Plan Type: DC
- Total Participants: 3
- Total Assets: $4.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $4.5M | $0 | $0 |
| 2023 | 2 | $4.0M | $25,438 | $0 |
| 2022 | 2 | $3.6M | $35,852 | $0 |