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)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $1.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $1.7M | $0 | $0 |
| 2024 | 5 | $1.4M | $11,129 | $36,860 |
| 2023 | 5 | $1.2M | $9,818 | $33,154 |
| 2022 | 6 | $922,207 | $8,857 | $29,199 |
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