Central Coast Otolaryngology 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Central Coast Otolaryngology
  • Sponsor EIN: 770521988
  • Sponsor Address: 116 SOUTH PALISADE DRIVE, SANTA MARIA, CA, 93454
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $1.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$1.6M$57,256$117,921
202323$3.8M$53,986$123,128
202229$3.1M$52,573$119,472

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