Original filing (PDF)20250616173847NAL0001683216001

VALENCIA MEDICAL MANAGEMENT

Name: VALENCIA MEDICAL MANAGEMENT — VALENCIA MEDICAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: VALENCIA MEDICAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

VALENCIA MEDICAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

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 VALENCIA MEDICAL MANAGEMENT.

Plan sponsor

Name

VALENCIA MEDICAL MANAGEMENT

EIN

45-2475495

Address

24501 TOWNE CENTER DRIVE · SUITE 103 · VALENCIA, CA · 91355

Phone

(661) 310-2438

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

2025-06-16

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

NORTH TEXAS MEDICAL SPECIALISTS

NORTH TEXAS MEDICAL SPECIALISTS 401(K) PLAN

$312K · 3 participants

WEST CENTRAL GASTROENTEROLOGY, LLP

WEST CENTRAL GASTROENTEROLOGY, LLP EMPLOYEE BENEFIT PLAN

$312K · 128 participants

KATHARINE R COOPER MD PC

KATHARINE R COOPER MD PC 401K PROFIT SHARING PLAN

$312K · 2 participants

DAVID GALLINA, M.D., P.A.

DAVID GALLINA, M.D., P.A. PROFIT SHARING PLAN

$312K · 4 participants

DIABETES & ENDOCRINOLOGY CLINICAL CONSULTANTS OF TEXAS, PLLC