Sobel Medical Associates Ltd 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sobel Medical Associates Ltd
  • Sponsor EIN: 364124086
  • Sponsor Address: 30 N MICHIGAN AVE STE 1720, CHICAGO, IL, 606023603
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.4M$11,129$36,860
20235$1.2M$9,818$33,154
20226$922,207$8,857$29,199

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