Plan Snapshot
- Plan Sponsor: Gordon C. Lundy, Md INC
- Sponsor EIN: 943373838
- Sponsor Address: 2100 WEBSTER STREET. SUITE 117, SAN FRANCISCO, CA, 94115
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $2.9M
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 | 8 | $2.9M | $52,200 | $0 |
| 2023 | 3 | $2.4M | $43,500 | $30,000 |
| 2022 | 3 | $1.8M | $35,500 | $27,000 |
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