How big is San TAN Allergy and Asthma's plan?

San TAN Allergy and Asthma's plan reported $2.5M in assets and 18 participants for 2024.

Original filing (PDF)20250417140336NAL0000543539001

San TAN Allergy and Asthma

Name: San TAN Allergy and Asthma — San TAN 401(k) Plan, Form 5500 (2024)
Creator: San TAN Allergy and Asthma
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San TAN 401(k) Plan

401(k) retirement plan · San TAN Allergy and Asthma's San TAN 401(k) Plan held $2.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Sam Reed Shimamoto signed San TAN Allergy and Asthma's 2024 Form 5500 as plan administrator.

Sam Reed Shimamoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San TAN Allergy and Asthma's EIN is 20-2578909.

EIN 20-2578909

Plan number 001

Plan year 2024

ACK ID 20250417140336NAL0000543539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San TAN Allergy and Asthma from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San TAN Allergy and Asthma's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN TAN ALLERGY AND ASTHMA.

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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 (97th percentile).

Plan sponsor

Name

SAN TAN ALLERGY AND ASTHMA

EIN

all filings

Address

4915 EAST BASELINE ROAD, SUITE 112 · GILBERT, AZ · 85234

Phone

(480) 626-6600

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator