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COAST UROLOGICAL MEDICAL GROUP — COAST UROLOGICAL MEDICAL GROUP EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715133026NAL0001351875001
COAST UROLOGICAL MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
COAST UROLOGICAL MEDICAL GROUP EMPLOYEES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
20
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
COAST UROLOGICAL MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
COAST UROLOGICAL MEDICAL GROUP
EIN
33-0139468
Address
3771 KATELLA AVE., SUITE 210 · LOS ALAMITOS, CA · 90720
Phone
(562) 430-0581
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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Trustee / custodian
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Trustee phone
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