Original filing (PDF)20250310091814NAL0008367747001

CONCENTRIC HEALTH, INC.

Name: CONCENTRIC HEALTH, INC. — CONCENTRIC HEALTH, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONCENTRIC HEALTH, INC.

Form 5500-SF

FILING_RECEIVED

CONCENTRIC HEALTH, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

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 CONCENTRIC HEALTH, INC..

Plan sponsor

Name

CONCENTRIC HEALTH, INC.

EIN

94-3327665

Address

4833 CRESTWOOD WAY · SACRAMENTO, CA · 95822

Phone

(916) 448-3024

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

2025-03-10

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

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