Original filing (PDF)20250514124607NAL0019108321001

KENNETH V. MISELIS, M.D., INC.

Name: KENNETH V. MISELIS, M.D., INC. — KENNETH V. MISELIS, M.D., INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KENNETH V. MISELIS, M.D., INC.

Form 5500-SF

FILING_RECEIVED

KENNETH V. MISELIS, M.D., INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 KENNETH V. MISELIS, M.D., INC..

Plan sponsor

Name

KENNETH V. MISELIS, M.D., INC.

EIN

68-0035290

Address

5762 E. ACORN CT. · STOCKTON, CA · 95212

Phone

(209) 465-5933

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

SEVERANCE OPTOMETRIC CENTER, INC.

SEVERANCE OPTOMETRIC CENTER, INC. PENSION PLAN

$2.6M · 7 participants

EYECARE PARTNERS, P.C.

THE ARCHITECT 401(K) PLAN - EYECARE PARTNERS, P.C.

$2.6M · 18 participants

PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC.

PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC. PENSION PLAN

$2.6M · 11 participants

COLUMBIA EYE CONSULTANTS OPTOMETRY, LTD

COLUMBIA EYE CONSULTANTS OPTOMETRY 401(K)

$2.6M · 61 participants

EYE Q OPTOMETRIST P.C.