# Cary D. Alberstone, M.D., A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/cary-d-alberstone-m-d-a-professional-corporation-plan-002

> Cary D. Alberstone, M.D., A Professional Corporation's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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