Original filing (PDF)20251020125123NAL0000657265001

SOUTH BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES, INC 401(K)PLAN

Name: SOUTH BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES, INC 401(K)PLAN — S BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES,, Form 5500 (2024)
Creator: SOUTH BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES, INC 401(K)PLAN

Form 5500-SF

FILING_RECEIVED

S BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES,

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SOUTH BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES, INC 401(K)PLAN.

Plan sponsor

Name

SOUTH BAY SPORTS & PREVENTIVE MEDICINE ASSOCIATES, INC 401(K)PLAN

EIN

20-5745058

Address

900 LAFAYETTE ST. · SUITE 105 · SANTA CLARA, CA · 95050

Phone

(408) 293-7767

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-20

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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