· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AFFILIATED CARDIOLOGISTS OF ARIZONA, P.C. — AFFILIATED CARDIOLOGISTS OF ARIZONA, P. C. PROFIT SHARING AND RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009135253NAL0003968051001
AFFILIATED CARDIOLOGISTS OF ARIZONA, P.C.
Form 5500-SF
FILING_RECEIVED
AFFILIATED CARDIOLOGISTS OF ARIZONA, P. C. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
30
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
AFFILIATED CARDIOLOGISTS OF ARIZONA, P.C.
.
Find decision makers
Plan sponsor
Name
AFFILIATED CARDIOLOGISTS OF ARIZONA, P.C.
EIN
86-0840912
Address
1331 NORTH 7TH STREET, SUITE 400 · PHOENIX, AZ · 85006
Phone
(602) 744-1930
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CALIFORNIA FAMILY PHYSICIANS MED ASSOC
CA FAMILY PHYSICIANS MED ASSOC PROFIT SHARING PLAN AND TRUST
$3.0M · 3 participants
ZEBEDIAH A. STEARNS, MD (APMC)
ZEBEDIAH A. STEARNS, MD (APMC) 401(K) PROFIT SHARING PLAN
$3.0M · 7 participants
RON J. BAHAR, MD, INC.
RON J. BAHAR, MD PROFIT SHARING PLAN
$3.0M · 4 participants
ANCHORAGE NEUROSURGICAL ASSOCIATES,INC.
ANAI 401(K) PLAN
$3.0M · 27 participants
MARC S. SCHNEIDER, M. D. , P. A.
MARC S. SCHNEIDER, M. D. , P. A. 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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 7 participants
SOUTHERN ONCOLOGY SPECIALISTS, PLLC
SOUTHERN ONCOLOGY SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN
$3.0M · 32 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
