Original filing (PDF)20260210110239NAL0002942000001

RAMON OCEGUERA, M.D., A MEDICAL CORP.

Name: RAMON OCEGUERA, M.D., A MEDICAL CORP. — RAMON OCEGUERA, M.D., A MEDICAL CORP. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: RAMON OCEGUERA, M.D., A MEDICAL CORP.

Form 5500-SF

FILING_RECEIVED

RAMON OCEGUERA, M.D., A MEDICAL CORP. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 RAMON OCEGUERA, M.D., A MEDICAL CORP..

Plan sponsor

Name

RAMON OCEGUERA, M.D., A MEDICAL CORP.

EIN

95-3321151

Address

2531 CASTLE BUTTE DR. · CASTLE ROCK, CO · 80109

Phone

(626) 445-2974

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

2024-08-01

Tax period

2025-07-31

Filed

2026-02-10

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

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