· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
M. HERTZEL SOUMEKH, MD, APC — M. HERTZEL SOUMEKH, MD, APC PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415150426NAL0001498099001
M. HERTZEL SOUMEKH, MD, APC
Form 5500-SF
FILING_RECEIVED
M. HERTZEL SOUMEKH, MD, APC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
M. HERTZEL SOUMEKH, MD, APC
.
Find decision makers
Plan sponsor
Name
M. HERTZEL SOUMEKH, MD, APC
EIN
33-0046071
Address
9566 LA JOLLA FARMS ROAD · LA JOLLA, CA · 92037
Phone
(858) 774-2803
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
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
MISHAWAKA ORTHOPEDICS & SPORTS MEDICINE, P.C.
MISHAWAKA ORTHOPEDICS & SPORTS MEDICINE 401(K) SALARY REDUCTION PLAN & TRUST
$2.7M · 11 participants
CUMBERLAND NEPHROLOGY ASSOCIATES, P.A.
CUMBERLAND NEPHROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN
$2.7M · 9 participants
AIKEN OBSTETRICS & GYNECOLOGY ASSOCIATES, P.A.
AIKEN OBSTETRICS & GYNECOLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$2.7M · 21 participants
EASTERN PEDIATRICS, P.A.
EASTERN PEDIATRICS, P.A. 401(K) PLAN
$2.7M · 18 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.
KENNETH K. KIM, M.D. PROFESSIONAL MEDICAL CORP.
KENNETH K. KIM., M.D. PROFESSIONAL MEDICAL CORPORATION 401K PROFIT SHARING PLAN AND TRUST
$2.7M · 3 participants
RHEUMATOLOGY AND INTERNAL MEDICINE ASSOCIATES, P.C.
RHEUMATOLOGY AND INTERNAL MEDICINE ASSOC PC 401(K) PROFIT SHARING PLAN
$2.7M · 14 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
