How big is Health Source MSO Inc.'s plan?

Health Source MSO Inc.'s plan reported $3.5M in assets and 161 participants for 2024.

Original filing (PDF)20251014143141NAL0006437202001

Health Source MSO Inc.

Name: Health Source MSO Inc. — Health Source MSO Inc., Form 5500 (2024)
Creator: Health Source MSO Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Health Source MSO Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Health Source MSO Inc.'s Health Source MSO Inc. 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 161 participants in 2024.

Signals · 1

No auditor on file

Active participants

161

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Frank Kwong signed Health Source MSO Inc.'s 2024 Form 5500 as plan administrator.

Frank Kwong — 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

Health Source MSO Inc.'s EIN is 20-3722095.

EIN 20-3722095

Plan number 001

Plan year 2024

ACK ID 20251014143141NAL0006437202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Health Source MSO Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Health Source MSO Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTH SOURCE MSO INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score