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PALM OCCUPATIONAL MEDICINE INC — PALM OCCUPATIONAL MEDICINE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730155913NAL0010871090001
PALM OCCUPATIONAL MEDICINE INC
Form 5500-SF
FILING_RECEIVED
PALM OCCUPATIONAL MEDICINE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
42
Accounts w/ balance
13
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
PALM OCCUPATIONAL MEDICINE INC
.
Find decision makers
Plan sponsor
Name
PALM OCCUPATIONAL MEDICINE INC
EIN
20-3736174
Address
235 E NOBLE AVE · VISALIA, CA · 932772858
Phone
(559) 625-1710
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT, P.C.
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Knocking points off
Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 17 participants
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$88.3B
