Original filing (PDF)20260303145240NAL0003355536001

JAMES SANTIAGO GRISOLIA M.D., INC.

Name: JAMES SANTIAGO GRISOLIA M.D., INC. — JAMES SANTIAGO GRISOLIA M.D., INC. AMENDED AND RESTATED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES SANTIAGO GRISOLIA M.D., INC.

Form 5500-SF

FILING_RECEIVED

JAMES SANTIAGO GRISOLIA M.D., INC. AMENDED AND RESTATED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 JAMES SANTIAGO GRISOLIA M.D., INC..

Plan sponsor

Name

JAMES SANTIAGO GRISOLIA M.D., INC.

EIN

33-0061198

Address

4033 THIRD AVENUE SUITE 204 · SAN DIEGO, CA · 92103

Phone

(619) 297-1155

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

2024-09-01

Tax period

2025-08-31

Filed

2026-03-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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