Original filing (PDF)20250512130934NAL0017200897001

VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP

Name: VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP — VALLEY INTERNAL MEDICINE & NEP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

VALLEY INTERNAL MEDICINE & NEP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

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 VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP.

Plan sponsor

Name

VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP

EIN

95-3629679

Address

5525 ETIWANDA AVENUE · SUITE 320 · TARZANA, CA · 91356

Phone

(818) 774-3838

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

AFFILIATED EYE SURGEONS OF NORTHERN NEW JERSEY, P.A.

AFFILIATED EYE SURGEONS OF NORTHERN N.J., P.A. 401(K) PROFIT SHARING PLAN

$11.3M · 8 participants

PHILLIP FRANTZIS, M.D.

PHILLIP FRANTZIS, M.D. PROFIT SHARING PLAN

$11.3M · 4 participants

NORTH CAROLINA CLINICAL RESEARCH

NORTH CAROLINA CLINICAL RESEARCH SAFE HARBOR 401(K) PLAN

$11.3M · 9 participants

THE HAND & UPPER EXTREMITY CENTER OF GEORGIA PC

THE HAND & UPPER EXTREMITY CENTER OF GEORGIA PC PROFIT SHARING PLAN

$11.3M · 38 participants