· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ZENIA E. CORTES, MD, A MEDICAL CORPORATION — ZENIA E. CORTES, MD RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240421220022NAL0010254561001
ZENIA E. CORTES, MD, A MEDICAL CORPORATION
Form 5500-SF
FILING_RECEIVED
ZENIA E. CORTES, MD RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
ZENIA E. CORTES, MD, A MEDICAL CORPORATION
.
Find decision makers
Plan sponsor
Name
ZENIA E. CORTES, MD, A MEDICAL CORPORATION
EIN
26-2852421
Address
PO BOX 969 · SEAL BEACH, CA · 90740
Phone
(714) 367-5007
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2024-04-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
Related plans
Similar-size Offices of Physicians plans
CARITAS MEDICAL CENTER LLC
CARITAS MEDICAL CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 13 participants
CENTER FOR PLASTIC SURGERY ANN ARBOR, P.C.
CENTER FOR PLASTIC SURGERY ANN ARBOR, P.C. CASH BALANCE PLAN
$1.6M · 16 participants
ALLERGY ASTHMA CLINIC, LTD.
ALLERGY ASTHMA CLINIC, LTD. PROFIT SHARING PLAN
$1.6M · 22 participants
CRAIG G. BURKHART, M.D., INC.
CRAIG G. BURKHART, M.D., INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$1.6M · 4 participants
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.
REGENERATIVE SPINE PAIN AND NEUROPATHY CENTERS INC
RSPN RETIREMENT PLAN
$1.6M · 15 participants
LAKE-PORTER CARDIOVASCULAR, P.C.
LAKE-PORTER CARDIOVASCULAR, P.C. 401(K) RETIREMENT PLAN
$1.6M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
