Original filing (PDF)20250314102824NAL0022161601001

KEVIN M. CASEY MD APMC

Name: KEVIN M. CASEY MD APMC — KEVIN M. CASEY MD 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KEVIN M. CASEY MD APMC

Form 5500-SF

FILING_RECEIVED

KEVIN M. CASEY MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 KEVIN M. CASEY MD APMC.

Plan sponsor

Name

KEVIN M. CASEY MD APMC

EIN

82-5161747

Address

2621 DE LA VINA STREET · SANTA BARBARA, CA · 93105

Phone

(909) 477-1466

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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