Plan Snapshot
- Plan Sponsor: Drs. Lebovic, Schwimer & Goldberg
- Sponsor EIN: 954082760
- Sponsor Address: 9675 BRIGHTON WAY, BEVERLY HILLS, CA, 90210
- Plan Type: DC
- Total Participants: 18
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $5.0M | $0 | $0 |
| 2023 | 18 | $4.5M | $15,500 | $0 |
| 2022 | 19 | $3.9M | $13,500 | $0 |