Original filing (PDF)20250805115311NAL0001806417001

SURGICAL MULTISPECIALTIES MEDICAL GROUP

Name: SURGICAL MULTISPECIALTIES MEDICAL GROUP — SURGICAL MULTISPECIALTIES MEDICAL GROUP 401(K) PROFIT SHARING AND HEALTH/DISABILITY PLAN, Form 5500 (2024)
Creator: SURGICAL MULTISPECIALTIES MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

SURGICAL MULTISPECIALTIES MEDICAL GROUP 401(K) PROFIT SHARING AND HEALTH/DISABILITY PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

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 SURGICAL MULTISPECIALTIES MEDICAL GROUP.

Plan sponsor

Name

SURGICAL MULTISPECIALTIES MEDICAL GROUP

EIN

95-3400502

Address

1701 CESAR E. CHAVEZ AVENUE, · SUITE 300 · LOS ANGELES, CA · 90033

Phone

(323) 264-2633

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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

OPHTHALMOLOGY ASSOCIATES SC

OPHTHALMOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING PLAN

$16.8M · 50 participants

GWINNETT PEDIATRICS AND ADOLESCENT MEDICINE PC

GWINNETT PEDIATRICS AND ADOLESCENT MEDICINE PC 401K PSP

$16.8M · 77 participants

TIBURCIO VASQUEZ HEALTH CENTER

TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN

$16.8M · 372 participants

OBSTETRICAL ANESTHESIA ASSOCIATES INC.

OBSTETRICAL ANESTHESIA ASSOCIATES INC. PROFIT SHARING PLAN

$16.8M · 20 participants