· 2022–2024 · DOL EFAST2

MICHAEL G OEFELEIN MD INC. — MICHAEL G OEFELEIN MD INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20240916175201NAL0001228627001

MICHAEL G OEFELEIN MD INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL G OEFELEIN MD INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL G OEFELEIN MD INC..

Plan sponsor

Name

MICHAEL G OEFELEIN MD INC.

EIN

83-3734211all filings

Address

10607 VENTUCOPA PLACE · BAKERSFIELD, CA · 93311

Phone

(714) 401-3154

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

2023-01-01

Tax period

2023-12-31

Filed

2024-09-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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