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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $656,703 | $2,162 | $38,125 |
| 2023 | 3 | $583,410 | $0 | $0 |
| 2022 | 4 | $521,138 | $12,163 | $43,542 |