· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MEDCALF AND SCHOMMER PHYSICAL THERAPY — MEDCALF AND SCHOMMER PHYSICAL THERAPY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250727233812NAL0003133442001
MEDCALF AND SCHOMMER PHYSICAL THERAPY
Form 5500-SF
FILING_RECEIVED
MEDCALF AND SCHOMMER PHYSICAL THERAPY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MEDCALF AND SCHOMMER PHYSICAL THERAPY
.
Find decision makers
Plan sponsor
Name
MEDCALF AND SCHOMMER PHYSICAL THERAPY
EIN
46-2282193
Address
3134 W. CALDWELL AVE. · VISALIA, CA · 93277
Phone
(559) 625-9930
Industry
Health Care & Social Assistance
see 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
2025-07-28
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SUBURBAN PHYSICAL THERAPY, INC.
SUBURBAN PHYSICAL THERAPY 401(K) PLAN
$2.7M · 17 participants
MULTI-THERAPEUTIC SERVICES, INC.
MULTI-THERAPEUTIC SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.7M · 110 participants
FINISH LINE PHYSICAL THERAPY, P.C.
FINISH LINE PHYSICAL THERAPY, P.C. 401(K) PLAN
$2.7M · 21 participants
TEAM 4 KIDS, LLC
TEAM 4 KIDS, LLC 401(K) PROFIT SHARING PLAN
$2.7M · 194 participants
PROFESSIONAL PHYSICAL THERAPY ASSOCIATES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROFESSIONAL PHYSICAL THERAPY ASSOCIATES, INC. 401(K) RETIREMENT PLAN
$2.7M · 12 participants
PHYSICAL THERAPY ASSOCIATES OF N.E. PA
PHYSICAL THERAPY ASSOCIATES OF NE PA 401K PROFIT SHARING PLAN
$2.7M · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B