Scott Mellum, M.D. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Scott Mellum, M.D.
  • Sponsor EIN: 680438552
  • Sponsor Address: 14105 SIMMENTAL DRIVE, CHICO, CA, 95973
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $2.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$2.7M$46,000$30,500
20231$2.5M$43,500$30,000
20221$2.2M$41,049$30,577

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