· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVERGREEN OB/GYN PC — EVERGREEN OB/GYN PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231016220212NAL0039713489001
EVERGREEN OB/GYN PC
Form 5500-SF
FILING_RECEIVED
EVERGREEN OB/GYN PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
—
Accounts w/ balance
1
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
87
/ 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
EVERGREEN OB/GYN PC
.
Find decision makers
Plan sponsor
Name
EVERGREEN OB/GYN PC
EIN
54-1541491
Address
1145 VIA CORONEL · PALOS VERDES ESTATES, CA · 90274
Phone
(703) 945-0416
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-04-01
Tax period
2023-03-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Offices of Physicians plans
IRVING COPPELL EAR, NOSE & THROAT, P.A.
IRVING COPPELL EAR, NOSE & THROAT 401(K) PROFIT SHARING PLAN
$3.1M · 16 participants
MEDICAL VALLEY PARTNERS, INC.
MEDICAL VALLEY PARTNERS INC 401K/PROFIT SHARING PLAN
$3.1M · 9 participants
NADER RAHMANIAN, MD
NADER RAHMANIAN, MD KEOUGH PLAN
$3.1M · 5 participants
BOZEMAN CREEK FAMILY HEALTH
BOZEMAN CREEK FAMILY HEALTH 401(K) PLAN
$3.1M · 24 participants
CITY ORTHOPAEDICS PLLC
CITY ORTHOPAEDICS PLLC 401(K) PROFIT SHARING PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
$3.1M · 12 participants
INTEGRATED DERMATOLOGY OF SOUTH
ID DERM PROVIDERS
$3.1M · 35 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
