· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VERNON C. SORENSON, M.D., INC. — VERNON C. SORENSON, M.D., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010151944NAL0018365490001
VERNON C. SORENSON, M.D., INC.
Form 5500-SF
FILING_RECEIVED
VERNON C. SORENSON, M.D., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
27
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VERNON C. SORENSON, M.D., INC.
.
Find decision makers
Plan sponsor
Name
VERNON C. SORENSON, M.D., INC.
EIN
77-0323273
Address
5151 N. PALM AVE. SUITE 920 · FRESNO, CA · 93704
Phone
(559) 224-7656
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
BEACH MEDICAL IMAGING
BEACH MEDICAL IMAGING CASH BALANCE PLAN
$1.3M · 8 participants
ALLERGY & IMMUNOLOGY SPECIALISTS PLLC
ALLERGY & IMMUNOLOGY SPECIALISTS PLLC 401(K) PLAN
$1.3M · 22 participants
ADELANTE FAMILY MEDICAL CLINIC
ADELANTE FAMILY MEDICAL CLINIC PENSION PLAN
$1.3M · 3 participants
MISSION HILLS MEDICAL GROUP INC.
MISSION HILLS MEDICAL GROUP INC. 401K PLAN
$1.3M · 4 participants
ANDY S. YU M.D. INC.
ANDY S. YU M.D. INC RETIREMENT PLAN
80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 6 participants
DESERT NEPHROLOGY MEDICAL GROUP
DESERT NEPHROLOGY MEDICAL GROUP CASH BALANCE PLAN
$1.3M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
