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VERITAS PLASTIC SURGERY — VERITAS PLASTIC SURGERY PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251012013726NAL0000097394001
VERITAS PLASTIC SURGERY
Form 5500-SF
FILING_RECEIVED
VERITAS PLASTIC SURGERY PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
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
VERITAS PLASTIC SURGERY
.
Find decision makers
Plan sponsor
Name
VERITAS PLASTIC SURGERY
EIN
81-2805141
Address
1776 YGNACIO VALLEY ROAD, SUITE 202 · WALNUT CREEK, CA · 94598
Phone
(925) 949-8587
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
2025-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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FRANCIS N. CRESPO, M.D., P.A.
FRANCIS N. CRESPO, M.D., P.A. 401(K) PLAN
80
Knocking points off
67% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 5 participants
JAMES J. MILBAUER, M.D.
JAMES J. MILBAUER, M.D. PROFIT SHARING PLAN
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