How big is San Luis Internal Medicine Associates' plan?

San Luis Internal Medicine Associates' plan reported $3.0M in assets and 4 participants for 2024.

Original filing (PDF)20250930120044NAL0005478435001

San Luis Internal Medicine Associates

Name: San Luis Internal Medicine Associates — San Luis, Form 5500 (2024)
Creator: San Luis Internal Medicine Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Luis Internal Medicine Associates 401(k) Profit Sharing Plan

401(k) retirement plan · San Luis Internal Medicine Associates' San Luis Internal Medicine Associates 401(k) Profit Sharing Plan held $3.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Deborah Cherry signed San Luis Internal Medicine Associates' 2024 Form 5500 as plan administrator.

Deborah Cherry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Luis Internal Medicine Associates' EIN is 02-0531321.

EIN 02-0531321

Plan number 001

Plan year 2024

ACK ID 20250930120044NAL0005478435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Luis Internal Medicine Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Luis Internal Medicine Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN LUIS INTERNAL MEDICINE ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SAN LUIS INTERNAL MEDICINE ASSOCIATES

EIN

all filings

Address

4251 S. HIGUERA STREET, SUITE 701 · SAN LUIS OBISPO, CA · 93401

Phone

(805) 439-1381

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator