ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC. — ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II, Form 5500 (2024) | Form 5500 Search
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC.
Form 5500-SF
FILING_RECEIVED
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC..
Plan sponsor
Name
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC.
EIN
33-0631377
Address
15611 POMERADO ROAD, SUITE 525 · POWAY, CA · 92064
Phone
—
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
