Original filing (PDF)20251014161412NAL0003375185001

HARPER MEDICAL GROUP, INC.

Name: HARPER MEDICAL GROUP, INC. — HARPER MEDICAL GROUP, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: HARPER MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

HARPER MEDICAL GROUP, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 HARPER MEDICAL GROUP, INC..

Plan sponsor

Name

HARPER MEDICAL GROUP, INC.

EIN

68-0213088

Address

3187 ZINFANDEL DR. SUITE 25 · RANCHO CORDOVA, CA · 95670

Phone

(916) 379-9300

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

STEVEN MACHLIN, M.D., L.L.C.

STEVEN MACHLIN, M.D., LLC 401(K) PROFIT SHARING PLAN AND TRUST

$5.2M · 5 participants

SLYVIA R. KARASU, MD

SYLVIA R. KARASU, MD PROFIT SHARING PLAN

$5.1M · 1 participants

VANDANA SHARMA, M.D., P.C.

VANDANA SHARMA, M.D., P.C. 401(K) PROFIT SHARING PLAN

$5.2M · 7 participants

LAKE REGION MEDICAL GROUP, P.A.

LAKE REGION MEDICAL GROUP, P. A. CASH BALANCE PLAN

$5.0M · 41 participants

ABA PROGRAMMING INC

ABA PROGRAMMING INC 401K PROFIT SHARING PLAN & TRUST