Original filing (PDF)20250728124722NAL0002047793003

WILLIAM S. UMANSKY, M.D., A MEDICAL CORPORATION

Name: WILLIAM S. UMANSKY, M.D., A MEDICAL CORPORATION — UMANSKY MEDICAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM S. UMANSKY, M.D., A MEDICAL CORPORATION

Form 5500-SF

FILING_RECEIVED

UMANSKY MEDICAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 WILLIAM S. UMANSKY, M.D., A MEDICAL CORPORATION.

Plan sponsor

Name

WILLIAM S. UMANSKY, M.D., A MEDICAL CORPORATION

EIN

52-2421425

Address

4150 REGENTS PARK ROW, SUITE 260 · LA JOLLA, CA · 92037

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

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

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

T. RAJAGOPALAN, M.D., INC.

T. RAJAGOPALAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

$4.9M · 3 participants

NEW ORLEANS NEPHROLOGY ASSOCIATES, LLC

NEW ORLEANS NEPHROLOGY ASSOCIATES, LLC PROFIT SHARING PLAN

$4.9M · 14 participants

BRUCE M. MCCORMACK, M.D., INC.

BRUCE M. MCCORMACK, M.D., INC. 401(K) PLAN

$4.9M · 4 participants

RICHARD G. KARANFILIAN, M.D., P.C.

RICHARD G. KARANFILIAN, M.D., P.C. RETIREMENT TRUST

$4.9M · 1 participants

WICHITA OB-GYN ASSOCIATES P.A.