George J. Counelis, M.D., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: George J. Counelis, M.D., INC.
  • Sponsor EIN: 471305199
  • Sponsor Address: 100 N. WIGET LANE, SUITE 160, WALNUT CREEK, CA, 94598
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $656,703

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$656,703$2,162$38,125
20233$583,410$0$0
20224$521,138$12,163$43,542

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