· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAN JUAN MEDICAL GROUP, P.C. — SAN JUAN MEDICAL GROUP, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507105259NAL0023936690001
SAN JUAN MEDICAL GROUP, P.C.
Form 5500-SF
FILING_RECEIVED
SAN JUAN MEDICAL GROUP, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
72
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
SAN JUAN MEDICAL GROUP, P.C.
.
Find decision makers
Plan sponsor
Name
SAN JUAN MEDICAL GROUP, P.C.
EIN
85-0438294
Address
622 WEST MAPLE STREET, SUITE B · FARMINGTON, NM · 87401
Phone
(505) 566-5106
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-07
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
VASCULAR ASSOCIATES OF SARASOTA
VASCULAR ASSOCIATES OF SARASOTA 401K PLAN
$6.3M · 42 participants
PEDIATRIC AND ADULT ALLERGY, P.C.
PEDIATRIC AND ADULT ALLERGY, P.C. 401(K) PROFIT SHARING PLAN
$6.3M · 16 participants
T. JOSEPH RAOOF, M.D., INC.
T. JOSEPH RAOOF, M.D., INC. DEFINED BENEFIT PENSION PLAN
$6.3M · 14 participants
ARCADIA NEUROLOGY CENTER, LLC
ARCADIA NEUROLOGY CENTER LLC 401(K) PROFIT SHARING PLAN
$6.3M · 10 participants
SYRACUSE GASTROENTEROLOGICAL ASSOCIATES, PC
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.
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SYRACUSE GASTROENTEROLOGICAL ASSOCIATES, PC EMPLOYEES' DEFERRED SAVINGS & PS PLAN
$6.3M · 57 participants
ATLANTA COLON & RECTAL SURGERY, PA
ATLANTA COLON & RECTAL SURGERY, PA PROFIT SHARING PLAN
$6.3M · 4 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
