Scott P. Leary, M.D., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Scott P. Leary, M.D., INC.
  • Sponsor EIN: 260438409
  • Sponsor Address: 7625 MESA COLLEGE DRIVE, SUITE 305A, SAN DIEGO, CA, 92111
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $16.1M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$16.1M$4,098$20,500
20235$15.9M$7,259$28,188
20225$15.2M$11,750$41,000

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