Original filing (PDF)20250516140502NAL0020195537001

KURT R. FINBERG, M.D., INC

Name: KURT R. FINBERG, M.D., INC — KURT R. FINBERG, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KURT R. FINBERG, M.D., INC

Form 5500-SF

FILING_RECEIVED

KURT R. FINBERG, M.D., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 KURT R. FINBERG, M.D., INC.

Plan sponsor

Name

KURT R. FINBERG, M.D., INC

EIN

95-3318224

Address

2200 18TH STREET · BAKERSFIELD, CA · 93301

Phone

(661) 323-7854

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2E · Profit-sharing

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

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