· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VALLEY ORTHOPAEDIC SURGERY ASSOCIATES — VALLEY ORTHOPAEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009160255NAL0011338048001
VALLEY ORTHOPAEDIC SURGERY ASSOCIATES
Form 5500-SF
FILING_RECEIVED
VALLEY ORTHOPAEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
15
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
VALLEY ORTHOPAEDIC SURGERY ASSOCIATES
.
Find decision makers
Plan sponsor
Name
VALLEY ORTHOPAEDIC SURGERY ASSOCIATES
EIN
95-3108844
Address
4849 VAN NUYS BLVD SUITE 217 · SHERMAN OAKS, CA · 91403
Phone
(818) 902-2800
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
IVAN E. LAZO, M.D., P.C.
IVAN E. LAZO, M.D., P.C. 401(K) PLAN
$1.5M · 4 participants
DAVID LARSON MD, PC
DAVID LARSON MD, PC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 4 participants
PRAIRIE CREEK FAMILY MEDICINE
PRAIRIE CREEK FAMILY MEDICINE 401(K) PLAN
$1.5M · 33 participants
COLORADO PAIN CARE, LLC
COLORADO PAIN CARE, LLC 401(K) PLAN
$1.5M · 23 participants
BEL-PARK ANESTHESIA ASSOCIATES INC
BEL-PARK ANESTHESIA RETIREMENT PLAN
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 41 participants
CHICAGO MATERNAL - FETAL MEDICINE S.C.
CHICAGO MATERNAL -FETAL MEDICINE, S.C. 401(K) PROFIT SHARING PLAN
$1.5M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
