Monterey Bay Gi Consultants Medical Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Monterey Bay Gi Consultants Medical Group, INC.
  • Sponsor EIN: 770139017
  • Sponsor Address: 23 UPPER RAGSDALE DRIVE, MONTEREY, CA, 93940
  • Plan Type: 401(k)
  • Total Participants: 72
  • Total Assets: $19.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202472$19.2M$587,555$397,625
202360$17.4M$505,681$335,830
202258$13.5M$468,320$337,205

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