Original filing (PDF)20251001180339NAL0018122787001

INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C.

Name: INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C. — INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C. PROFIT SHARING 401K P, Form 5500 (2024)
Creator: INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C.

Form 5500-SF

FILING_RECEIVED

INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C. PROFIT SHARING 401K P

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C..

Plan sponsor

Name

INTERNAL MEDICINE ASSOCIATES OF BERKELEY, A M.C.

EIN

02-0689852

Address

2320 WOOLSEY STREET, SUITE 201 · BERKELEY, CA · 94705

Phone

(510) 843-8002

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

KEVIN J. COLLINS, M.D., P.A.

KEVIN J. COLLINS, M.D. P.A. 401(K) PROFIT SHARING PLAN

$1.9M · 4 participants

INTERNAL MEDICINE AND WELLNESS

INTERNAL MEDICINE AND WELLNESS 401(K) PLAN

$1.9M · 11 participants

ARAPAHOE PARK PEDIATRICS, P.C.

$1.9M · 11 participants

OREGON CITY FAMILY PRACTICE CLINIC, P.C.

OREGON CITY FAMILY PRACTICE CLINIC 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 15 participants

HHC SOUTHINGTON SURGERY CENTER, LLC