Original filing (PDF)20250919095555NAL0002349345001

YUMA CARDIAC CENTER, PC

Name: YUMA CARDIAC CENTER, PC — YUMA CARDIAC CENTER, PC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: YUMA CARDIAC CENTER, PC

Form 5500-SF

FILING_RECEIVED

YUMA CARDIAC CENTER, PC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YUMA CARDIAC CENTER, PC.

Plan sponsor

Name

YUMA CARDIAC CENTER, PC

EIN

86-1031142

Address

789 WEST 27TH STREET · SUITE 1 · YUMA, AZ · 85364

Phone

(928) 344-8400

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-09-19

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 Offices of Physicians plans

TEXAS DERMATOLOGY AND LASER SPECIALISTS

TEXAS DERMATOLOGY AND LASER SPECIALISTS 401(K) PLAN

$2.9M · 76 participants

PANDORA FAMILY PHYSICIANS, INC.

PANDORA FAMILY PHYSICIANS INC 401K PLAN

$2.9M · 31 participants

MICHAEL R. FISHER, D.O., PSC

MICHAEL R. FISHER, D.O., PSC PROFIT SHARING PLAN

$3.0M · 7 participants

SUMMIT DERMATOLOGY, LLC

SUMMIT DERMATOLOGY, LLC 401(K) PLAN

$3.0M · 3 participants

JAMES HADEN, MD, PA

JAMES HADEN, MD, PA 401(K) RETIREMENT PLAN