How big is Joseph Caperna MD APC's plan?

Joseph Caperna MD APC's plan reported $725K in assets and 4 participants for 2024.

Original filing (PDF)20250505131549NAL0012635808001

Joseph Caperna MD APC

Name: Joseph Caperna MD APC — Joseph Caperna MD APC 401(k), Form 5500 (2024)
Creator: Joseph Caperna MD APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Caperna MD APC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joseph Caperna MD APC's Joseph Caperna MD APC 401(k) Profit Sharing Plan & Trust held $725K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

People on this filing

JON Conway signed Joseph Caperna MD APC's 2024 Form 5500 as plan administrator.

JON Conway — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joseph Caperna MD APC's EIN is 46-2374028.

EIN 46-2374028

Plan number 001

Plan year 2024

ACK ID 20250505131549NAL0012635808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Caperna MD APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Caperna MD APC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH CAPERNA MD APC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JOSEPH CAPERNA MD APC

EIN

all filings

Address

2333 1ST AVE STE 104 · SAN DIEGO, CA · 921011538

Phone

(619) 795-1975

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator