Original filing (PDF)20250228150920NAL0001323201001

SOUTH ORANGE COUNTY CARDIOLOGY GROUP

Name: SOUTH ORANGE COUNTY CARDIOLOGY GROUP — SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTH ORANGE COUNTY CARDIOLOGY GROUP

Form 5500-SF

FILING_RECEIVED

SOUTH ORANGE COUNTY CARDIOLOGY GROUP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

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 SOUTH ORANGE COUNTY CARDIOLOGY GROUP.

Plan sponsor

Name

SOUTH ORANGE COUNTY CARDIOLOGY GROUP

EIN

33-0185577

Address

24411 HEALTH CENTER DRIVE, STE. 550 · LAGUNA HILLS, CA · 92653

Phone

(949) 770-6252

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

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

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