Original filing (PDF)20250722121746NAL0006877666001

SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE, PC

Name: SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE, PC — SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE, PC

Form 5500-SF

FILING_RECEIVED

SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

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 SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE, PC.

Plan sponsor

Name

SOUTHERN CALIFORNIA SPINE & JOINT INSTITUTE, PC

EIN

81-4038573

Address

38860 SKY CANYON DR. , BUILDING A · MURRIETA, CA · 92563

Phone

(951) 375-7972

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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