How big is Sergio L. Balingit, Jr., M.D., P.A.'s plan?

Sergio L. Balingit, Jr., M.D., P.A.'s plan reported $4.0M in assets and 18 participants for 2024.

Original filing (PDF)20251006082027NAL0003353217001

Sergio L. Balingit, Jr., M.D., P.A.

Name: Sergio L. Balingit, Jr., M.D., P.A. — Sergio L., Form 5500 (2024)
Creator: Sergio L. Balingit, Jr., M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust

401(k) retirement plan · Sergio L. Balingit, Jr., M.D., P.A.'s Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust held $4.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Sergio L. Balingit, Jr., M.D., P.A.'s EIN is 59-3670272.

EIN 59-3670272

Plan number 001

Plan year 2024

ACK ID 20251006082027NAL0003353217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sergio L. Balingit, Jr., M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sergio L. Balingit, Jr., M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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