Original filing (PDF)20251013111435NAL0000532515001

STEVEN J. MCALLEN, M.D.

Name: STEVEN J. MCALLEN, M.D. — STEVEN J. MCALLEN, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVEN J. MCALLEN, M.D.

Form 5500-SF

FILING_RECEIVED

STEVEN J. MCALLEN, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 STEVEN J. MCALLEN, M.D..

Plan sponsor

Name

STEVEN J. MCALLEN, M.D.

EIN

33-0407069

Address

295 POSADA LANE, SUITE C · TEMPLETON, CA · 93465

Phone

(805) 434-1166

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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