Original filing (PDF)20231015173311NAL0048863776001

CHERYL L KELLOGG MD INC

Name: CHERYL L KELLOGG MD INC — CHERYL L KELLOGG MD INC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: CHERYL L KELLOGG MD INC

Form 5500-SF

FILING_RECEIVED

CHERYL L KELLOGG MD INC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERYL L KELLOGG MD INC.

Plan sponsor

Name

CHERYL L KELLOGG MD INC

EIN

27-3531734all filings

Address

30131 TOWN CENTER DR. · STE 204 · LAGUNA NIGUEL, CA · 92677

Phone

(949) 244-9266

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

LUIS MARIO MARQUEZ, M.D., INC.

LUIS MARIO MARQUEZ, M.D., INC. 401(K) PROFIT SHARING PLAN

$478K · 9 participants

SINCERE PLASTIC SURGEONS, PLLC

NATURAL RESULTS 401K PLAN

$478K · 8 participants

NIRMALA ARYAL MD, PLLC

NIRMALA ARYAL MD, PLLC 401(K) PROFIT SHARING PLAN

$478K · 1 participants

J & J ARTIFICIAL LIMB & BRACE

J & J ARTIFICIAL LIMB & BRACE RETIREMENT PLAN

$478K · 12 participants

JULIET ASHER MD

JULIET ASHER MD 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.