· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP — LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251120125829NAL0002904675001
LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP EMPLOYEES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
35
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
LONG BEACH GASTROENTEROLOGY ASSOCIATES, A MEDICAL GROUP
EIN
95-3401634
Address
3833 WORSHAM, SUITE 300 · LONG BEACH, CA · 90808
Phone
(562) 595-5421
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PAUL PHILLIPS EYE & SURGERY CENTER
PAUL PHILLIPS EYE & SURGERY CENTER 401(K) PROFIT SHARING PLAN
$7.7M · 46 participants
ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC
ASSOCIATED DERMATOLOGY & SKIN CANCER CLINIC OF HELENA, PC PROFIT SHARING PLAN AND TRUST
$7.7M · 26 participants
EAR, NOSE & THROAT SPECIALISTS, P.C.
EAR, NOSE & THROAT SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN
$7.7M · 6 participants
ONE PEDIATRICS, PLLC
ONE PEDIATRICS, PLLC 401(K) RETIREMENT SAVINGS PLAN
$7.7M · 44 participants
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DESERT PULMONARY & SLEEP CONSULTANTS, PLC
DESERT PULMONARY & SLEEP CONSULTANTS, PLC 401(K) PROFIT SHARING PLAN
$7.7M · 13 participants
ALMA FAMILY PRACTICE, P.C.
ALMA FAMILY PRACTICE, P.C. 401(K) PLAN AND TRUST
$7.7M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
