Original filing (PDF)20251015120807NAL0006024752001

BRUCE A. OURIEFF, M.D., INC.

Name: BRUCE A. OURIEFF, M.D., INC. — BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: BRUCE A. OURIEFF, M.D., INC.

Form 5500-SF

FILING_RECEIVED

BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 BRUCE A. OURIEFF, M.D., INC..

Plan sponsor

Name

BRUCE A. OURIEFF, M.D., INC.

EIN

77-0084244

Address

1040 RIDGECREST PLACE · NIPOMO, CA · 93444

Phone

(805) 929-5637

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

HESHAM M ATWA PHYSICIAN PC

HESHAM M ATWA PHYSICIAN PC PROFIT SHARING PLAN

$1.0M · 17 participants

CLERMONT ONCOLOGY CENTER, LLC

CLERMONT ONCOLOGY CENTER, LLC PROFIT SHARING PLAN

$1.0M · 18 participants

MAIN LINE EMERGENCY MEDICINE ASSOCIATES, LLC

MAIN LINE EMERGENCY MEDICINE ASSOCIATES, LLC 401(K) PLAN #2

$1.0M · 34 participants

KAB MEDICAL GROUP, INC.

KAB MEDICAL GROUP, INC. 401(K) PLAN

$1.0M · 23 participants

ADVANCED OTOLARYNGOLOGY & ALLERGY, LLC