Robert J. Martin, Jr., M.D., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert J. Martin, Jr., M.D., INC.
  • Sponsor EIN: 770405006
  • Sponsor Address: 110 W. CONSTANCE AVE., SANTA BARBARA, CA, 931053943
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $7.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$7.6M$195,000$120,000
202310$6.7M$195,000$120,000
202210$6.0M$180,900$120,000

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