Paul T. Stallman, M.D., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Paul T. Stallman, M.D., INC.
  • Sponsor EIN: 201094642
  • Sponsor Address: 2 JAMES WAY, PISMO BEACH, CA, 93449
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $3.7M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$3.7M$78,510$63,420
20235$3.3M$81,117$61,589
20224$2.8M$50,972$55,820

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