Plan Snapshot
- Plan Sponsor: Cary D. Alberstone, M.D., A Professional Corporation
- Sponsor EIN: 770577646
- Sponsor Address: 1700 N. ROSE AVE., STE. 250, OXNARD, CA, 93030
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.4M
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 | 5 | $2.4M | $76,748 | $7,500 |
| 2023 | 5 | $2.1M | $73,003 | $7,500 |
| 2022 | 5 | $1.6M | $68,068 | $6,500 |
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