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: DB
- Total Participants: 6
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.5M | $189,954 | $0 |
| 2023 | 7 | $1.2M | $144,483 | $0 |
| 2022 | 6 | $957,781 | $156,969 | $0 |