Plan Snapshot
- Plan Sponsor: Edward J. Share, M.D.
- Sponsor EIN: 954471532
- Sponsor Address: 238 SOUTH PECK DRIVE, BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $7.1M | $38,490 | $63,750 |
| 2023 | 3 | $5.8M | $45,496 | $30,950 |
| 2022 | 4 | $5.2M | $74,151 | $30,250 |