How big is Michael Sheety, M.D., Inc.'s plan?

Michael Sheety, M.D., Inc.'s plan reported $84K in assets and 3 participants for 2024.

Original filing (PDF)20251014154027NAL0001599795001

Michael Sheety, M.D., Inc.

Name: Michael Sheety, M.D., Inc. — Michael Sheety, M.D., Form 5500 (2024)
Creator: Michael Sheety, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Sheety, M.D., Inc. 401 (K) Profit Sharing Plan

Defined-contribution retirement plan · Michael Sheety, M.D., Inc.'s Michael Sheety, M.D., Inc. 401 (K) Profit Sharing Plan held $84K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

Plan identifiers

Michael Sheety, M.D., Inc.'s EIN is 20-1637987.

EIN 20-1637987

Plan number 001

Plan year 2024

ACK ID 20251014154027NAL0001599795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Sheety, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Sheety, M.D., Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MICHAEL SHEETY, M.D., INC.

EIN

all filings

Address

2010 EAST 1ST STREET · SANTA ANA, CA · 92705

Phone

(714) 647-1200

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator