Sarath C. Witana Medical Group DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sarath C. Witana Medical Group
  • Sponsor EIN: 330953232
  • Sponsor Address: 23832 ROCKFIELD BLVD STE 170, LAKE FOREST, CA, 926302886
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $2.4M

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.
20244$2.4M$0$0
20237$1.9M$0$0
20227$1.3M$0$0

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