JEFFREY T. HOLMES, M.D., INC. CASH BALANCE PLAN

[ EIN: 01-0955243 | Plan No. 002 ]

Form 5500 records indicate that JEFFREY T. HOLMES, M.D., INC. CASH BALANCE PLAN is a Defined Benefit plan sponsored by JEFFREY T. HOLMES, M.D., INC.. The plan is classified as a Small Plan with 1 participants and assets totaling $309,428 for the 2021 plan year.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: JEFFREY T. HOLMES, M.D., INC.

Location: 700 WEST PARR AVENUE, SUITE E, LOS GATOS, CA 95032

EIN: 010955243

Plan Number: 002

Plan Year: 2021

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 1

Total Assets: $309,428

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