Original filing (PDF)20251014223120NAL0003672705001

CLINICA DEL VALLE ICA FAMILY NURSING PRACTICE, INC.

Name: CLINICA DEL VALLE ICA FAMILY NURSING PRACTICE, INC. — CLINICA DEL VALLE CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2024)
Creator: CLINICA DEL VALLE ICA FAMILY NURSING PRACTICE, INC.

Form 5500-SF

FILING_RECEIVED

CLINICA DEL VALLE CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CLINICA DEL VALLE ICA FAMILY NURSING PRACTICE, INC..

Plan sponsor

Name

CLINICA DEL VALLE ICA FAMILY NURSING PRACTICE, INC.

EIN

81-4179164

Address

5917-2 NILES ST · BAKERSFIELD, CA · 93306

Phone

(661) 363-7000

Industry

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Health Care & Social Assistance plans

HARBOR PSYCHIATRY & MENTAL HEALT

HARBOR PSYCHIATRY & MENTAL HEALTH 401K PLAN

$1.7M · 54 participants

DAVID J. OLIVERI, M.D. PROFESSIONAL CORPORATION

DAVID J. OLIVERI, M.D. PENSION PLAN

$1.7M · 3 participants

ASTHMA SINUS ALLERGY PROGRAM L

ASTHMA SINUS ALLERGY PROGRAM L 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 3 participants

SUNDSTROM CLINICAL SERVICES, LLC

SUNDSTROM CLINICAL SERVICES, LLC 401(K) RETIREMENT PLAN

$1.7M · 22 participants

FREY MEDICAL ASSOCIATES PC