Original filing (PDF)20250504164224NAL0010467872001

ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY INC

Name: ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY INC — ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY INC

Form 5500-SF

FILING_RECEIVED

ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY INC.

Plan sponsor

Name

ENDOCRINOLOGY MEDICAL GROUP OF ORANGE COUNTY INC

EIN

95-3551671

Address

725 W. LA VETA AVE., · SUITE 220 · ORANGE, CA · 928684446

Phone

(714) 771-5700

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Physicians plans

MIDLAND FAMILY PHYSICIANS, PC

MIDLAND FAMILY PHYSICIANS PC EMPLOYEES PROFIT SHARING PLAN

$1.6M · 24 participants

AXELIX HEALTH CONSULTING, INC.

AXELIX RETIREMENT AND THRIFT PLAN

$1.6M · 7 participants

CHAO & TAN MEDICAL GROUP, INC.

CHAO & TAN MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

$1.6M · 4 participants

CHRISTOPHER J. DAVIDSON, M.D.

CHRISTOPHER J. DAVIDSON, M.D. 401(K) PROFIT SHARING PLAN

$1.6M · 7 participants

MICHAEL L. CULLEN, M.D.