Plan Snapshot
- Plan Sponsor: San Jose Medical Group, INC.
- Sponsor EIN: 941326380
- Sponsor Address: 973 UNIVERSITY AVENUE, LOS GATOS, CA, 95032
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $50.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 55 | $50.5M | $1.4M | $1.1M |
| 2023 | 45 | $47.3M | $956,133 | $1.1M |
| 2022 | 47 | $40.0M | $750,468 | $949,245 |