Original filing (PDF)20250902130616NAL0008778899001

STEVEN MACHTINGER, M.D. & ASSOCIATES, INC.

Name: STEVEN MACHTINGER, M.D. & ASSOCIATES, INC. — STEVEN MACHTINGER, M.D. & ASSOCIATES, INC. SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: STEVEN MACHTINGER, M.D. & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

STEVEN MACHTINGER, M.D. & ASSOCIATES, INC. SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 STEVEN MACHTINGER, M.D. & ASSOCIATES, INC..

Plan sponsor

Name

STEVEN MACHTINGER, M.D. & ASSOCIATES, INC.

EIN

26-4550975

Address

100 S. ELLSWORTH 707 · SAN MATEO, CA · 94401

Phone

(650) 696-8230

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

STEVEN MACHTINGER, M.D.

EIN

35-2206810

City

SAN MATEO, CA

Phone

(650) 696-8230

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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