Plan Snapshot
- Plan Sponsor: Santa Marya Family Medicine Clinic
- Sponsor EIN: 465445302
- Sponsor Address: 3400 W BALL RD, ANAHEIM, CA, 92804
- Plan Type: DB
- Total Participants: 9
- Total Assets: $3.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $3.0M | $547,843 | $0 |
| 2023 | 6 | $2.4M | $275,000 | $0 |
| 2022 | 6 | $2.0M | $386,000 | $0 |