How big is Pacific Crest Medical Group Inc.'s plan?

Pacific Crest Medical Group Inc.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250909173029NAL0043796082001

Pacific Crest Medical Group Inc.

Name: Pacific Crest Medical Group Inc. — Pacific Crest, Form 5500 (2024)
Creator: Pacific Crest Medical Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Crest Medical Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pacific Crest Medical Group Inc.'s Pacific Crest Medical Group Inc. 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Lesley Roberts signed Pacific Crest Medical Group Inc.'s 2024 Form 5500 as plan administrator.

Lesley Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Crest Medical Group Inc.'s EIN is 33-0590976.

EIN 33-0590976

Plan number 001

Plan year 2024

ACK ID 20250909173029NAL0043796082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Crest Medical Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Crest Medical Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC CREST MEDICAL GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PACIFIC CREST MEDICAL GROUP INC

EIN

all filings

Address

PO BOX 3630 · DANA POINT, CA · 92629

Phone

(949) 388-4316

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator