· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PRACTICE ENHANCEMENT GROUP, INC. — PRACTICE ENHANCEMENT GROUP, INC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428123428NAL0008049763001
PRACTICE ENHANCEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
PRACTICE ENHANCEMENT GROUP, INC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
PRACTICE ENHANCEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
PRACTICE ENHANCEMENT GROUP, INC.
EIN
33-0414856
Address
350 11TH AVE. · SUITE 124 · SAN DIEGO, CA · 921017473
Phone
(619) 785-5888
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
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 Professional & Technical Services plans
POLE GREEN SERVICES, INC.
POLE GREEN SERVICES, INC. 401(K) PLAN
$1.5M · 29 participants
WERKING MEDICAL BILLING, INC.
WERKING MEDICAL BILLING, INC. 401(K) PLAN
$1.6M · 4 participants
NONPROFIT SUITE, LLC
NONPROFIT SUITE, LLC CASH BALANCE PLAN
$1.6M · 7 participants
TROUT AND OAK LLC DBA PHILBROOK AND ASSOCIATES
PHILBROOK & ASSOCIATES BOOKKEEPING 401(K) PLAN
$1.6M · 29 participants
LICATA, PAPADOPOULOS & SIMONETTI CPAS DBA LPS CPAS, PLLC
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.
LPS CPAS PLLC 401K PLAN
$1.5M · 8 participants
NATIONAL EXEMPTION SERVICE LLC
NATIONAL EXEMPTION SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M
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
