Jeffrey A. Klemes, D.P.M. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey A. Klemes, D.P.M.
  • Sponsor EIN: 954288091
  • Sponsor Address: 8920 WILSHIRE BLVD., SUITE 301, BEVERLY HILLS, CA, 90211
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $3.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$3.4M$47,036$0
20231$2.8M$24,348$0
20221$2.1M$27,494$0

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