Original filing (PDF)20251003113046NAL0000821603001

TALIA MEDICAL GROUP

Name: TALIA MEDICAL GROUP — TALIA MEDICAL GROUP DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: TALIA MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

TALIA MEDICAL GROUP DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 TALIA MEDICAL GROUP.

Plan sponsor

Name

TALIA MEDICAL GROUP

EIN

20-1922288

Address

41593 WINCHESTER RD., STE. 101 · TEMECULA, CA · 92590

Phone

(951) 719-1111

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

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

3H · Sponsor in controlled / affiliated group

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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