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FREDDIE B BALGUMA, MD — FREDDIE B BALGUMA MD - SELF EMP. PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250626131812NAL0004999011002
FREDDIE B BALGUMA, MD
Form 5500-SF
FILING_RECEIVED
FREDDIE B BALGUMA MD - SELF EMP. PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
FREDDIE B BALGUMA, MD
.
Find decision makers
Plan sponsor
Name
FREDDIE B BALGUMA, MD
EIN
95-2795337
Address
630 N 13TH AVE STE C · UPLAND, CA · 91786
Phone
(909) 981-6635
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
FREDDIE B BALGUMA, MD
EIN
95-2795337
City
UPLAND, CA
Phone
(909) 981-6635
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
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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