Karie Mcmurray Md, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Karie Mcmurray Md, INC.
  • Sponsor EIN: 770271635
  • Sponsor Address: 415 ROLLING OAKS DR., SUITE 260, THOUSAND OAKS, CA, 91361
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $627,015

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$627,015$30,087$42,667
202314$516,347$16,439$25,218
202218$504,663$18,217$33,805

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