· 2022–2024 · DOL EFAST2

GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE — GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250501145607NAL0003278337001

GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE

Form 5500-SF

FILING_RECEIVED

GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE.

Plan sponsor

Name

GARY BELLMAN, M.D., APC DBA SOUTHERN CALIFORNIA UROLOGY INSTITUTE

EIN

11-3839665

Address

23101 SHERMAN PLACE, SUITE 402 · WEST HILLS, CA · 91307

Phone

(818) 912-1899

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

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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