Plan Snapshot
- Plan Sponsor: Michael W. Moats, M.D., INC.
- Sponsor EIN: 205259275
- Sponsor Address: 525 E. PLAZA DRIVE #203A, SANTA MARIA, CA, 93454
- Plan Type: DB
- Total Participants: 4
- Total Assets: $2.2M
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 | 4 | $2.2M | $130,540 | $0 |
| 2023 | 5 | $2.0M | $135,707 | $0 |
| 2022 | 5 | $1.8M | $129,197 | $0 |