Plan Snapshot
- Plan Sponsor: David A. Jacoby, M.D.
- Sponsor EIN: 942354003
- Sponsor Address: 1036 LAUREL ST, SAN CARLOS, CA, 940703919
- Plan Type: DC
- Total Participants: 4
- Total Assets: $1.5M
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 | 4 | $1.5M | $0 | $12,585 |
| 2023 | 4 | $1.4M | $23,549 | $0 |
| 2022 | 4 | $1.5M | $23,623 | $0 |