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JOHNSTON LIM CO, DBA CO OCCUPATIONAL MEDICAL PARTNERS — CO OCCUPATIONAL MEDICAL PARTNERS RETIREMENT TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230727132149NAL0024318498001
JOHNSTON LIM CO, DBA CO OCCUPATIONAL MEDICAL PARTNERS
Form 5500-SF
FILING_RECEIVED
CO OCCUPATIONAL MEDICAL PARTNERS RETIREMENT TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
28
Plan assets (EOY)
$681K
Net assets (EOY)
$681K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHNSTON LIM CO, DBA CO OCCUPATIONAL MEDICAL PARTNERS
.
Find decision makers
Plan sponsor
Name
JOHNSTON LIM CO, DBA CO OCCUPATIONAL MEDICAL PARTNERS
DBA
CO OCCUPATIONAL MEDICAL PARTNERS
EIN
20-5042461
Address
2156 W GRANT LINE ROAD · SUITE 200 · TRACY, CA · 95377
Phone
(805) 341-6052
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-27
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
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.
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