Original filing (PDF)20250729173917NAL0001510131001

MEDIC AMBULANCE SERVICE, INC.

Name: MEDIC AMBULANCE SERVICE, INC. — MEDIC AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MEDIC AMBULANCE SERVICE, INC.

Form 5500

FILING_RECEIVED

MEDIC AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

303

Accounts w/ balance

154

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDIC AMBULANCE SERVICE, INC..

Plan sponsor

Name

MEDIC AMBULANCE SERVICE, INC.

EIN

94-2725852

Address

1001 TEXAS ST. · SUITE C · FAIRFIELD, CA · 94533

Phone

(916) 564-9040

Industry

Health Care & Social Assistancesee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BFBA, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS	—	IRVINE, CA	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	RALEIGH, NC	INVESTMENT ADVISOR	$45K	—

Investments

28 direct securities · 1 pooled fund· $11.1M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$10.8M

24 holdings

Bonds / Notes

$154K

1 holding

Cash / Money Market

$154K

2 holdings

Common Collective Trusts

$4K

1 holding

Common Collective Trust

$4K

1 holding

					% of plan
American Funds 2045 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$2.1M	18.8%
Vanguard Total Stock Market Index Admiral Mutual fund	Other securities	—	—	$1.6M	13.8%
American Funds 2035 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$1.4M	11.9%
American Funds 2050 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$1.2M	10.6%
American Funds 2020 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$1.1M	9.4%
American Funds 2055 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$984K	8.6%
American Funds 2040 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$899K	7.9%
American Funds 2060 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$208K	1.8%
Vanguard Total Bond Market Index Admiral Mutual fund	Other securities	—	—	$177K	1.5%
American Funds 2030 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$175K	1.5%
American Funds New Perspective R6 Mutual fund	Other securities	—	—	$166K	1.5%
Notes receivable from participants Loans (5.25% - 10.50%)	Bonds / Notes	—	—	$154K	1.4%
Driehaus Emerging Markets Growth Institutional Mutual fund	Other securities	—	—	$133K	1.2%
American Funds Small Cap World R6 Mutual fund	Other securities	—	—	$133K	1.2%
American Funds 2025 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$132K	1.2%
Vanguard Total Intl Stock Index Admiral Mutual fund	Other securities	—	—	$123K	1.1%
MFS Mid Cap Growth R6 Mutual fund	Other securities	—	—	$112K	1.0%
JPMorgan Large Cap Growth R6 Mutual fund	Other securities	—	—	$84K	0.7%
American Funds 2065 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$78K	0.7%
American Funds American Funds US Govt Money Market R6	Cash / Money Market	—	—	$77K	0.7%
Interest-bearing cash Interest-bearing cash	Cash / Money Market	—	—	$77K	0.7%
American Funds PIMCO Income Instl	Other securities	—	—	$18K	0.2%
Vanguard Total International Bond Index Admiral Mutual fund	Other securities	—	—	$13K	0.1%
MFS Value R6 Mutual fund	Other securities	—	—	$9K	<0.1%
American Funds 2015 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$4K	<0.1%
American Funds Reliance MetLife Series 25053 Cl 0	Common Collective Trusts	—	—	$4K	<0.1%
RELIANCEMETLIFE GAC SERIES 25157 C0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$4K	<0.1%
BlackRock Total Return K Mutual fund	Other securities	—	—	$4K	<0.1%
American Funds 2010 Target Date Retirement Fund R6 Mutual fund	Other securities	—	—	$3K	<0.1%