· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAN JOAQUIN VALLEY PULMONARY MEDICAL GROUP, INC. — SAN JOAQUIN VALLEY PULMONARY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930102311NAL0016350883001
SAN JOAQUIN VALLEY PULMONARY MEDICAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
SAN JOAQUIN VALLEY PULMONARY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
29
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
SAN JOAQUIN VALLEY PULMONARY MEDICAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
SAN JOAQUIN VALLEY PULMONARY MEDICAL GROUP, INC.
EIN
77-0460582
Address
5801 TRUXTUN AVE · BAKERSFIELD, CA · 93309
Phone
(661) 327-3747
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-09-30
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
MARIA LENTZOU M.D., S.C.
MARIA LENTZOU MD SC 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 16 participants
ST. PETERSBURG DERMATOLOGY LLC
ST. PETERSBURG DERMATOLOGY LLC CASH BALANCE PENSION PLAN
$1.0M · 6 participants
DR. MALVIN YAN, INC
DR. MALVIN YAN, INC. RETIREMENT PLAN
$1.0M · 6 participants
CAPITAL FOOT AND ANKLE SURGEONS OF AUSTIN, PLLC
CAPITAL FOOT AND ANKLE SURGEONS OF AUSTIN, PLLC 401(K) PLAN
$1.0M · 4 participants
CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA
100
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.
CARDIOLOGY CLINIC OF NORTHERN CALIFORNIA RETIREMENT PLAN
$1.0M · 7 participants
EUGENIE BRUNNER MD PA
EUGENIE BRUNNER MD PA 401 K PROFIT SHARING PLAN
$1.0M · 3 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
