Plan Snapshot
- Plan Sponsor: Jon P. Kelly Md, A Medical Corporation
- Sponsor EIN: 330770250
- Sponsor Address: 2777 JEFFERSON STREET, SUITE 100, CARLSBAD, CA, 92008
- Plan Type: DB
- Total Participants: 3
- Total Assets: $2.3M
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 | 3 | $2.3M | $0 | $0 |
| 2023 | 4 | $2.3M | $0 | $0 |
| 2022 | 4 | $2.1M | $175,000 | $0 |