Stockton Cardiology Medical Group Complete Heart Care INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stockton Cardiology Medical Group Complete Heart Care INC
  • Sponsor EIN: 942375709
  • Sponsor Address: 415 EAST HARDING WAY, STOCKTON, CA, 952046118
  • Plan Type: 401(k)
  • Total Participants: 71
  • Total Assets: $41.2M

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.
202471$41.2M$1.1M$134,922
202358$31.8M$781,010$130,135
202260$25.7M$784,441$114,265

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