Original filing (PDF)20251020151200NAL0000728353001

NEIL SONI MD, INC.

Name: NEIL SONI MD, INC. — NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEIL SONI MD, INC.

Form 5500-SF

FILING_RECEIVED

NEIL R. SONI MD, INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 NEIL SONI MD, INC..

Plan sponsor

Name

NEIL SONI MD, INC.

EIN

27-2254359

Address

9940 TALBERT STE 101 · FOUNTAIN VALLEY, CA · 92708

Phone

(949) 760-6775

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

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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