Original filing (PDF)20250603082430NAL0029215746001

KATHLEEN J. GRACE, R.P.T., APC

Name: KATHLEEN J. GRACE, R.P.T., APC — KATHLEEN J. GRACE, R.P.T., APC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KATHLEEN J. GRACE, R.P.T., APC

Form 5500-SF

FILING_RECEIVED

KATHLEEN J. GRACE, R.P.T., APC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 KATHLEEN J. GRACE, R.P.T., APC.

Plan sponsor

Name

KATHLEEN J. GRACE, R.P.T., APC

EIN

33-0127638

Address

11468 SORRENTO VALLEY RD., STE. A · SAN DIEGO, CA · 92121

Phone

(858) 457-3545

Industry

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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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