Original filing (PDF)20250703194614NAL0000530803001

SEAN S. BAHRI, M.D., INC.

Name: SEAN S. BAHRI, M.D., INC. — SEAN S. BAHRI, M.D., INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: SEAN S. BAHRI, M.D., INC.

Form 5500-SF

FILING_RECEIVED

SEAN S. BAHRI, M.D., INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SEAN S. BAHRI, M.D., INC..

Plan sponsor

Name

SEAN S. BAHRI, M.D., INC.

EIN

33-0731445

Address

1401 AVOCADO AVENUE · SUITE 903 · NEWPORT BEACH, CA · 92660

Phone

(949) 631-7577

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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