Plan Snapshot
- Plan Sponsor: Jmb Concierge Care Corp.
- Sponsor EIN: 843883243
- Sponsor Address: 510 MELBOURNE GLEN, ESCONDIDO, CA, 92026
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $299,399
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $299,399 | $10,934 | $23,660 |
| 2024 | 8 | $299,399 | $10,934 | $23,660 |
| 2023 | 8 | $333,931 | $1,989 | $12,581 |
| 2022 | 10 | $166,032 | $2,192 | $6,247 |