How big is Pacific Heritage Medical Group's plan?

Pacific Heritage Medical Group's plan reported $278K in assets and 9 participants for 2024.

Original filing (PDF)20250605132837NAL0020434976001

Pacific Heritage Medical Group

Name: Pacific Heritage Medical Group — Pacific Heritage, Form 5500 (2024)
Creator: Pacific Heritage Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Heritage 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Heritage Medical Group's Pacific Heritage 401(k) Profit Sharing Plan held $278K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Pacific Heritage Medical Group's EIN is 45-4367512.

EIN 45-4367512

Plan number 001

Plan year 2024

ACK ID 20250605132837NAL0020434976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Heritage Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Heritage Medical Group's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC HERITAGE MEDICAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score