· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLIED ANESTHESIA MEDICAL GROUP, INC. — ALLIED ANESTHESIA CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731104347NAL0010301042001
ALLIED ANESTHESIA MEDICAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
ALLIED ANESTHESIA CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
58
Accounts w/ balance
—
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
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
ALLIED ANESTHESIA MEDICAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ALLIED ANESTHESIA MEDICAL GROUP, INC.
EIN
33-0557529
Address
400 N. TUSTIN AVE. · SUITE #270 · SANTA ANA, CA · 92705
Phone
(714) 619-5383
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
HEMATOLOGY ONCOLOGY CENTERS OF THE NORTHERN ROCKIES, PC
HEMATOLOGY ONCOLOGY CENTERS OF THE NORTHERN ROCKIES 401K PROFIT SHARING PLAN
$9.8M · 5 participants
X-RAY PROFESSIONAL ASSOCIATION
X-RAY PROFESSIONAL ASSOCIATION CASH BALANCE PENSION PLAN
$9.8M · 43 participants
IRIS NJOS
IRIS NJOS 401K PLAN
$9.8M · 8 participants
REGIONAL EYE ASSOCIATES, INC.
REGIONAL EYE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$9.8M · 117 participants
JEFFREY K CHAULK MD PC
100
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.
JEFFREY K CHAULK MD PC EMPLOYEE PROFIT SHARING PLAN & TRUST
$9.8M · 19 participants
ARIZONA ASTHMA & ALLERGY INSTITUTE, LTD.
ARIZONA ASTHMA & ALLERGY INSTITUTE 401(K) PROFIT SHARING PLAN
$9.8M · 87 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
