How big is Stephen R. SHEA, M.D., Inc.'s plan?

Stephen R. SHEA, M.D., Inc.'s plan reported $3.6M in assets and 2 participants for 2022.

Original filing (PDF)20240319192838NAL0001482401001

Stephen R. SHEA, M.D., Inc.

Name: Stephen R. SHEA, M.D., Inc. — Stephen R. SHEA, M.D., Form 5500 (2022)
Creator: Stephen R. SHEA, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen R. SHEA, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen R. SHEA, M.D., Inc.'s Stephen R. SHEA, M.D., Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Stephen R. SHEA, M.D., Inc.'s EIN is 95-2903413.

EIN 95-2903413

Plan number 002

Plan year 2022

ACK ID 20240319192838NAL0001482401001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Stephen R. SHEA, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Stephen R. SHEA, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

STEPHEN R. SHEA, M.D., INC.

EIN

all filings

Address

3302 VENTURE DRIVE · HUNTINGTON BEACH, CA · 92649

Phone

(562) 822-6135

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator