· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARCIA ELFENBAUM, MD, INC. — MARCIA ELFENBAUM, MD, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251005162644NAL0002903473001
MARCIA ELFENBAUM, MD, INC.
Form 5500-SF
FILING_RECEIVED
MARCIA ELFENBAUM, MD, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARCIA ELFENBAUM, MD, INC.
.
Find decision makers
Plan sponsor
Name
MARCIA ELFENBAUM, MD, INC.
EIN
33-0928534
Address
4381 NOBEL DRIVE #79 · SAN DIEGO, CA · 92122
Phone
(858) 514-4116
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-05
Pension benefit codes
1I · Frozen plan — no new benefit accrual
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
PEDIATRIC ASSOCIATES OF KERSHAW COUNTY, P.A.
PEDIATRIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
$1.4M · 19 participants
PGV PEDIATRICS, P.A.
PGV PEDIATRICS 401(K) RETIREMENT PLAN
$1.4M · 2 participants
MARK T. KUGE, M.D., INC.
MARK T. KUGE, M.D., INC. 401(K) PROFIT SHARING PLAN
$1.4M · 1 participants
KIDNEY HYPERTENSION CLINIC PC
KIDNEY HYPERTENSION CLINIC PC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 49 participants
LISA MEDWEDEFF, M.D., P.A.
LISA MEDWEDEFF, M.D., P.A. 401(K) PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
$1.4M · 2 participants
COLLETTI M.D. P.C DBA ASPEN PEDIATRICS
COLLETTI M.D. P.C. 401(K) PROFIT SHARING PLAN
$1.4M · 14 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
