· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KRISTIN K. WALKER, MD, INC. — KRISTIN K. WALKER, MD PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522120459NAL0002242051001
KRISTIN K. WALKER, MD, INC.
Form 5500-SF
FILING_RECEIVED
KRISTIN K. WALKER, MD PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
KRISTIN K. WALKER, MD, INC.
.
Find decision makers
Plan sponsor
Name
KRISTIN K. WALKER, MD, INC.
EIN
84-1650073
Address
89 DAVIS ROAD, SUITE 180 · ORINDA, CA · 94563
Phone
(925) 254-1080
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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 Offices of Physicians plans
RLB MD PC DBA HEALTH CONCEPTS
HEALTH CONCEPTS 401(K) PLAN
$2.4M · 24 participants
FREDERICA IMAGING, P.C.
FREDERICA IMAGING, P.C., DEFINED BENEFIT PENSION PLAN
$2.4M · 2 participants
NORTHWEST EYE AND SKIN SURGEONS, INC. PS
PARAGON DERMATOLOGY DEFINED BENEFIT PENSION PLAN
$2.4M · 3 participants
VIET VAN DANG, M.D., INC.
VIET VAN DANG, M.D., INC. CASH BALANCE PENSION PLAN
$2.4M · 4 participants
ARUN A POL, MD, PC
ARUN A POL, MD, PC CASH BALANCE PLAN
100
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.
$2.4M · 2 participants
SOUTHEASTERN IMAGING AND INTERVENTIONAL ASSOCIATES, LLC
SIIA CASH BALANCE PLAN
$2.4M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B