Original filing (PDF)20250818075004NAL0001011345001

SAN CLEMENTE INTERNAL MEDICAL GROUP, INC.

Name: SAN CLEMENTE INTERNAL MEDICAL GROUP, INC. — SAN CLEMENTE INTERNAL MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: SAN CLEMENTE INTERNAL MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SAN CLEMENTE INTERNAL MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 SAN CLEMENTE INTERNAL MEDICAL GROUP, INC..

Plan sponsor

Name

SAN CLEMENTE INTERNAL MEDICAL GROUP, INC.

EIN

33-0714227

Address

665 CAMINO DE LOS MARES, SUITE 309 · SAN CLEMENTE, CA · 926732841

Phone

(949) 487-9034

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

2025-08-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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 Offices of Physicians plans

TRIANGLE ARTHRITIS & RHEUMATOLOGY ASSOCIATES

TRIANGLE ARTHRITIS & RHEUMATOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

$4.3M · 14 participants

CHARLES R. EFFRON, M.D., P.A.

CHARLES R. EFFRON, M.D., P.A. PROFIT SHARING PLAN & TRUST

$4.3M · 3 participants

NEURO INTERVENTIONAL & DIAGNOSTIC ASSOCIATES, P.C.

NEURO INTERVENTIONAL & DIAGNOSTIC ASSOCIATES, P.C 401(K) PROFIT SHARING PLAN

$4.3M · 5 participants

TYE J. OUZOUNIAN, MD

TYE J OUZOUNIAN, MD PROFIT SHARING RETIREMENT PLAN

$4.3M · 4 participants