Original filing (PDF)20250416100445NAL0009383186001

HOWARD L. SOFEN MD A MEDICAL CO.

Name: HOWARD L. SOFEN MD A MEDICAL CO. — HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HOWARD L. SOFEN MD A MEDICAL CO.

Form 5500-SF

FILING_RECEIVED

HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 HOWARD L. SOFEN MD A MEDICAL CO..

Plan sponsor

Name

HOWARD L. SOFEN MD A MEDICAL CO.

EIN

27-3947291

Address

8930 S SEPULVEDA BLVD · SUITE 114 · LOS ANGELES, CA · 900453606

Phone

(310) 337-7171

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

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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