Original filing (PDF)20250711194048NAL0006591633001

STEVEN L SWENGEL MD INC

Name: STEVEN L SWENGEL MD INC — STEVEN L SWENGEL MD INC 401K PLAN, Form 5500 (2024)
Creator: STEVEN L SWENGEL MD INC

Form 5500-SF

FILING_RECEIVED

STEVEN L SWENGEL MD INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 STEVEN L SWENGEL MD INC.

Plan sponsor

Name

STEVEN L SWENGEL MD INC

EIN

45-5167568

Address

800 POLLARD RD · BLDG A · LOS GATOS, CA · 95032

Phone

(408) 688-2082

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

DRS. TUMASZ & LOBIANCO & ASSOCIATES, P.C.

DRS. TUMASZ AND LOBIANCO & ASSOCIATES, P.C. 401K PLAN

$1.3M · 17 participants

SOUTHWEST FAMILY PHYSICIANS

SOUTHWEST FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 2 participants

ALBERT BAKTANIAN, M.D., INC. A PROF. CORP.

ALBERT BAKTANIAN, M.D., INC. A PRO.F CORP. RETIREMENT PLAN

$1.3M · 3 participants

DAVID SCHROEDER, M.D.

DAVID SCHROEDER, M.D. 401(K) PROFIT SHARING PLAN

$1.3M · 10 participants

NIKOLA LOZANOV MD