Original filing (PDF)20240909191254NAL0005910049001

CENTER FOR ADVANCED PULMONARY MEDICINE

Name: CENTER FOR ADVANCED PULMONARY MEDICINE — CENTER FOR ADVANCED PULMONARY MEDICINE 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CENTER FOR ADVANCED PULMONARY MEDICINE

Form 5500-SF

FILING_RECEIVED

CENTER FOR ADVANCED PULMONARY MEDICINE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$776

Net assets (EOY)

$776

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 CENTER FOR ADVANCED PULMONARY MEDICINE.

Plan sponsor

Name

CENTER FOR ADVANCED PULMONARY MEDICINE

EIN

26-1437900

Address

1801 E. TAHQUITZ CANYON WAY · SUITE 202 · PALM SPRINGS, CA · 92262

Phone

(760) 325-9663

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

2J · 401(k) feature

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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RESOLUTION DIAGNOSTICS