Clara Medical Group, P.C. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Clara Medical Group, P.C.
  • Sponsor EIN: 812169693
  • Sponsor Address: 660 4TH ST, SAN FRANCISCO, CA, 94107
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $1.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202337$1.8M$0$576,799
202260$1.2M$0$547,455

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