Original filing (PDF)20251006170608NAL0004048689001

LORNA M. BARTE, M.D., AND ASSOCIATES

Name: LORNA M. BARTE, M.D., AND ASSOCIATES — LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: LORNA M. BARTE, M.D., AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$878K

Net assets (EOY)

$878K

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 LORNA M. BARTE, M.D., AND ASSOCIATES.

Plan sponsor

Name

LORNA M. BARTE, M.D., AND ASSOCIATES

EIN

20-4469087

Address

1601 CARMEN DRIVE, SUITE 106 · CAMARILLO, CA · 93010

Phone

(805) 389-8111

Industry

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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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