Plan Snapshot
- Plan Sponsor: William R. Gallivan, Jr., M.D., INC.
- Sponsor EIN: 770451442
- Sponsor Address: 146 CANON DRIVE, SANTA BARBARA, CA, 93105
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 16 | $2.1M | $35,645 | $43,210 |
| 2023 | 16 | $1.9M | $39,266 | $41,913 |
| 2022 | 19 | $1.7M | $32,277 | $23,135 |