· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MIKAEL HAKANSSON MD CORPORATION — MIKAEL HAKANSSON MD CORPORATION DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015171947NAL0002695971002
MIKAEL HAKANSSON MD CORPORATION
Form 5500-SF
FILING_RECEIVED
MIKAEL HAKANSSON MD CORPORATION DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
MIKAEL HAKANSSON MD CORPORATION
.
Find decision makers
Plan sponsor
Name
MIKAEL HAKANSSON MD CORPORATION
EIN
84-1806153
Address
533 SESPE AVE., STE. C · FILLMORE, CA · 930151942
Phone
(805) 524-2749
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
SANTA BARBARA PENSION CONSULTANTS, INC.
EIN
77-0307834
City
SANTA BARBARA, CA
Phone
(805) 568-3814
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
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 All Other Professional Services plans
INTERSTATE RENEWABLE ENERGY COUNCIL, INC.
IREC 403(B) PLAN
$2.2M · 38 participants
TREND MACHINERY, INC.
TREND MACHINERY, INC. 401(K) PLAN
$2.2M · 5 participants
PROFICIENT INC
PROFICIENT INC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 29 participants
APOLLO ENGINEERING, INC.
APOLLO ENGINEERING, INC. RETIREMENT TRUST
$2.2M · 6 participants
CPA FINANCIAL, PC
CPA FINANCIAL, P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TR
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.
$2.2M · 4 participants
TAILWIND VOICE & DATA, INC.
TAILWIND VOICE & DATA 401(K) PLAN
$2.2M · 53 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