Original filing (PDF)20250806132453NAL0003846432001

ANNE LUHAN, M.D., INC. 401(K) PROFIT SHARING PLAN

Name: ANNE LUHAN, M.D., INC. 401(K) PROFIT SHARING PLAN — ANNE LUHAN, M. D. , INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANNE LUHAN, M.D., INC. 401(K) PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

ANNE LUHAN, M. D. , INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ANNE LUHAN, M.D., INC. 401(K) PROFIT SHARING PLAN.

Plan sponsor

Name

ANNE LUHAN, M.D., INC. 401(K) PROFIT SHARING PLAN

EIN

46-1241326

Address

26691 PLAZA, SUITE 140 · MISSION VIEJO, CA · 92691

Phone

(949) 388-4800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ACH RETIREMENT PLAN CONSULTANTS INC

EIN

45-3763537

City

TUCSON, AZ

Phone

(520) 751-9403

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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