Original filing (PDF)20260226125832NAL0003890161001

HOWARD J. ROSEN, M.D., INC.

Name: HOWARD J. ROSEN, M.D., INC. — HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: HOWARD J. ROSEN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

HOWARD J. ROSEN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOWARD J. ROSEN, M.D., INC..

Plan sponsor

Name

HOWARD J. ROSEN, M.D., INC.

EIN

77-0575892

Address

7486 EVERGREEN DRIVE · GOLETA, CA · 93117

Phone

(714) 642-2370

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

2026-02-26

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

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