Original filing (PDF)20251003120918NAL0003362034001

KATELLA MEDICAL GROUP, INC.

Name: KATELLA MEDICAL GROUP, INC. — KATELLA MEDICAL GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: KATELLA MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

KATELLA MEDICAL GROUP, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATELLA MEDICAL GROUP, INC..

Plan sponsor

Name

KATELLA MEDICAL GROUP, INC.

EIN

06-1678727

Address

9876 KATELLA AVENEUE · ANAHEIM, CA · 92804

Phone

(949) 394-3732

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

VANGUARD MEDICAL CORPORATION

VMC RETIREMENT PLAN

$1.5M · 71 participants

ANESTHESIA GROUP OF GRAND ISLAND, P.C.

ANESTHESIA GROUP OF GRAND ISLAND, P.C. CASH BALANCE PENSION PLAN AND TRUST

$1.5M · 2 participants

CARL L. SYLVESTER, M.D. PC

CARL L. SYLVESTER, M.D. PC 401(K) PLAN

$1.5M · 15 participants

LUIS C. TORRELLAS

LUIS C. TORRELLAS RETIREMENT PLAN

$1.5M · 1 participants

SANDEEP KUMAR BANSIL, M.D., INC.

SANDEEP KUMAR BANSIL, M.D., INC. 401(K) PLAN