Original filing (PDF)20250808160833NAL0006632176001

EDWIN C. AMOS, III, M.D.

Name: EDWIN C. AMOS, III, M.D. — EDWIN C. AMOS, III, MD CASH BALANCE PLAN, Form 5500 (2024)
Creator: EDWIN C. AMOS, III, M.D.

Form 5500-SF

FILING_RECEIVED

EDWIN C. AMOS, III, MD CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 EDWIN C. AMOS, III, M.D..

Plan sponsor

Name

EDWIN C. AMOS, III, M.D.

EIN

58-2140411

Address

2021 SANTA MONICA BLVD. · STE 525-E · SANTA MONICA, CA · 90404

Phone

(310) 829-2126

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

THE FEW INSTITUTE FOR AESTHETIC

THE FEW INSTITUTE FOR AESTHETIC PLASTIC SURGERY, LLC 401(K) PLAN

$1.2M · 14 participants

MG DENTISTRY, L.L.C.

MG DENTISTRY, L.L.C. CASH BALANCE PLAN

$1.2M · 6 participants

RYAN J. GRABOW, MD, LTD.

RYAN J. GRABOW, MD, LTD. 401(K) PROFIT SHARING PLAN

$1.2M · 5 participants

RADIATION MEDICINE PHYSICIANS, P.A.

RADIATION MEDICINE PHYSICIANS, P.A. 401(K) PLAN

$1.2M · 5 participants

ANESTHESIA ASSOCIATES, P.S.

ANESTHESIA ASSOCIATES, P.S. CASH BALANCE PLAN