Original filing (PDF)20250812100112NAL0004278883001

ROBERTA J. SMITH, M.D., A MEDICAL CORPORATION

Name: ROBERTA J. SMITH, M.D., A MEDICAL CORPORATION — ROBERTA J. SMITH, M.D., A MEDICAL CORP PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: ROBERTA J. SMITH, M.D., A MEDICAL CORPORATION

Form 5500-SF

FILING_RECEIVED

ROBERTA J. SMITH, M.D., A MEDICAL CORP PROFIT SHARING RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ROBERTA J. SMITH, M.D., A MEDICAL CORPORATION.

Plan sponsor

Name

ROBERTA J. SMITH, M.D., A MEDICAL CORPORATION

EIN

95-3348936

Address

1450 TENTH STREET #302 · SANTA MONICA, CA · 90401

Phone

(310) 459-4321

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

2025-08-12

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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