Original filing (PDF)20250325150405NAL0029183906001

JERROLD D. CANTOR, M.D., INC.

Name: JERROLD D. CANTOR, M.D., INC. — JERROLD D. CANTOR, M. D. , INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: JERROLD D. CANTOR, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JERROLD D. CANTOR, M. D. , INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 JERROLD D. CANTOR, M.D., INC..

Plan sponsor

Name

JERROLD D. CANTOR, M.D., INC.

EIN

95-3079820

Address

2621 SOUTH BRISTOL STREET, STE. 305 · SANTA ANA, CA · 92704

Phone

(714) 751-0034

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

Pension benefit codes

2C · Money purchase (other than target benefit)

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

PEDIATRIC ASSOCIATES, LLC

PEDIATRIC ASSOCIATES, LLC 401(K) PLAN

$1.9M · 16 participants

FAMILY HEALTHCARE OF FAIRFAX

FAMILY HEALTHCARE OF FAIRFAX 401(K) P/S PLAN

$1.9M · 3 participants

RACHEL P. DULTZ, M.D. BREAST SURGICAL SPECIALIST, LLC

RACHEL P. DULTZ, M. D. BREAST SURGICAL SPECIALIST, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

$1.9M · 3 participants

CAPITAL AREA PEDIATRICS, P.C.

CAPITAL AREA PEDIATRICS CASH BALANCE PLAN

$1.9M · 11 participants

SENIOR HEALTHCARE ASSOCIATES, INC.