Original filing (PDF)20250516104616NAL0029926320001

TROY J. ANDREASEN, M.D., INC.

Name: TROY J. ANDREASEN, M.D., INC. — TROY J. ANDREASEN, M.D., INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TROY J. ANDREASEN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

TROY J. ANDREASEN, M.D., INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

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 TROY J. ANDREASEN, M.D., INC..

Plan sponsor

Name

TROY J. ANDREASEN, M.D., INC.

EIN

33-0947906

Address

1541 MARION RD · REDLANDS, CA · 923746332

Phone

(909) 291-4900

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

TROY J. ANDREASEN, M.D., INC.

EIN

33-0947906

City

REDLANDS, CA

Phone

(909) 291-4900

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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