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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 5 | $3.7M | $78,510 | $63,420 |
| 2023 | 5 | $3.3M | $81,117 | $61,589 |
| 2022 | 4 | $2.8M | $50,972 | $55,820 |
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