· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTH VALLEY MEDICINE & CARDIOLOGY MEDICAL GROUP, INC. — SOUTH VALLEY CARDIOLOGY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922133114NAL0007741538001
SOUTH VALLEY MEDICINE & CARDIOLOGY MEDICAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
SOUTH VALLEY CARDIOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTH VALLEY MEDICINE & CARDIOLOGY MEDICAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
SOUTH VALLEY MEDICINE & CARDIOLOGY MEDICAL GROUP, INC.
EIN
11-3652133
Address
9360 NO NAME UNO, SUITE 110 · GILROY, CA · 95020
Phone
(408) 848-2525
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ULTIMATE SPORTS AND ORTHOPEDICS
ULTIMATE SPORTS AND ORTHOPEDICS 401K PLAN
$1.5M · 5 participants
ASSOCIATED CARDIOLOGY CONSULTANTS PC
ASSOCIATED CARDIOLOGY CONSULTANTS P.C. 401(K) RETIREMENT PLAN
$1.5M · 5 participants
COMMUNITY HEALTHNET INC.
COMMUNITY HEALTHNET INC. 401(K) PLAN
$1.5M · 73 participants
VIPUL V. KABARIA, M. D. , P. A.
VIPUL V. KABARIA, M. D. , P. A. RE - ESTABLISHED DEFINED BENEFIT PLAN
$1.5M · 4 participants
FLORENCIA PEREZ, M.D., P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FLORENCIA PEREZ, M.D., P.A. 401(K) PLAN
$1.5M · 32 participants
SUBURBAN PLASTIC SURGEONS, P.C.
SUBURBAN PLASTIC SURGEONS, P.C. RETIREMENT PLAN
$1.5M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
