How big is ADAM Lowenstein, MD, Inc.'s plan?

ADAM Lowenstein, MD, Inc.'s plan reported $923K in assets and 7 participants for 2024.

Original filing (PDF)20250129113853NAL0016052353001

ADAM Lowenstein, MD, Inc.

Name: ADAM Lowenstein, MD, Inc. — ADAM Lowenstein, MD, Form 5500 (2024)
Creator: ADAM Lowenstein, MD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM Lowenstein, MD, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · ADAM Lowenstein, MD, Inc.'s ADAM Lowenstein, MD, Inc. 401(k) Profit Sharing Plan held $923K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$922K

Plan identifiers

ADAM Lowenstein, MD, Inc.'s EIN is 20-8211800.

EIN 20-8211800

Plan number 001

Plan year 2024

ACK ID 20250129113853NAL0016052353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADAM Lowenstein, MD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADAM Lowenstein, MD, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ADAM LOWENSTEIN, MD, INC.

EIN

all filings

Address

1722 STATE ST, STE 101 · SANTA BARBARA, CA · 93101

Phone

(805) 969-9004

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator