Original filing (PDF)20231205110644NAL0020639584001

MEMORIAL ORTHOPAEDIC SURGICAL GROUP, A MED CORP

Name: MEMORIAL ORTHOPAEDIC SURGICAL GROUP, A MED CORP — MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D., Form 5500 (2022)
Creator: MEMORIAL ORTHOPAEDIC SURGICAL GROUP, A MED CORP

Form 5500-SF

FILING_RECEIVED

MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 MEMORIAL ORTHOPAEDIC SURGICAL GROUP, A MED CORP.

Plan sponsor

Name

MEMORIAL ORTHOPAEDIC SURGICAL GROUP, A MED CORP

EIN

95-3171996

Address

1550 W. HORIZON RIDGE PKWY R580 · HENDERSON, NV · 89012

Phone

(310) 990-9157

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2023-12-05

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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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