· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES A. SCHMIDT, M.D. — JAMES A. SCHMIDT, M. D. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009203128NAL0007492513001
JAMES A. SCHMIDT, M.D.
Form 5500-SF
FILING_RECEIVED
JAMES A. SCHMIDT, M. D. PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES A. SCHMIDT, M.D.
.
Find decision makers
Plan sponsor
Name
JAMES A. SCHMIDT, M.D.
EIN
33-0185126
Address
1350 WEST 6TH ST., SUITE 200 · SAN PEDRO, CA · 90732
Phone
(310) 832-0686
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
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
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
MONTGOMERY MEDICAL, INC.
MONTGOMERY MEDICAL, INC. 401(K) PLAN
$3.0M · 52 participants
CHINO MEDICAL GROUP, INC.
CHINO MEDICAL GROUP, INC. 401 (K) PLAN
$3.0M · 24 participants
ELMWOOD FAMILY PHYSICIANS LLC
ELMWOOD FAMILY PHYSICIANS LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.0M · 18 participants
JOSEPH PETER FODERO, MD P.A.
JOSEPH PETER FODERO, MD P.A. CASH BALANCE PLAN
$3.0M · 4 participants
TAJ MEDICAL, INC.
SPRINGFIELD CARDIOLOGY 401K PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
$3.0M · 12 participants
VIVIAN W. BUCAY, MD PLLC
VIVIAN W. BUCAY, MD PLLC 401(K) PLAN
$3.0M · 16 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
