Original filing (PDF)20250507172326NAL0016464368001

SAN FRANCISCO ONCOLOGY ASSOCIATES MEDICAL GROUP, INC.

Name: SAN FRANCISCO ONCOLOGY ASSOCIATES MEDICAL GROUP, INC. — SAN FRANCISCO ONCOLOGY ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: SAN FRANCISCO ONCOLOGY ASSOCIATES MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

SAN FRANCISCO ONCOLOGY ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SAN FRANCISCO ONCOLOGY ASSOCIATES MEDICAL GROUP, INC..

Plan sponsor

Name

SAN FRANCISCO ONCOLOGY ASSOCIATES MEDICAL GROUP, INC.

EIN

94-3255519

Address

2100 WEBSTER STREET, SUITE 326 · SAN FRANCISCO, CA · 941152378

Phone

(415) 885-8600

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

2025-05-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

ELIZABETH A HUTSON MD LTD

ELIZABETH A HUTSON MD LTD 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 20 participants

WOMENS HEALTH SERVICES OF CENTRAL VIRGINIA, INC.

WOMEN'S HEALTH SERVICES OF CENTRAL VIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST FBO DAVE PHEMISTER

$2.2M

NORTH ATLANTA EAR NOSE & THROAT

NORTH ATLANTA EAR NOSE & THROAT PC 401(K) PLAN

$2.2M · 48 participants

PARTNERS IN WOMEN'S HEALTH, PC

PARTNERS IN WOMEN'S HEALTH, PC PROFIT SHARING PLAN

$2.2M · 5 participants