Richard A. Levy, M.D., A Professional Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard A. Levy, M.D., A Professional Corporation
  • Sponsor EIN: 942706602
  • Sponsor Address: 3580 CALIFORNIA STREET, SUITE 302, SAN FRANCISCO, CA, 94118
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $3.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$3.5M$99,769$12,876
20235$3.5M$99,769$12,876
20224$3.1M$93,166$9,600

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