Original filing (PDF)20251002115251NAL0000412721001

FLOR GEOLA, M.D., A SOLE PROPRIETOR

Name: FLOR GEOLA, M.D., A SOLE PROPRIETOR — FLOR GEOLA, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLOR GEOLA, M.D., A SOLE PROPRIETOR

Form 5500-SF

FILING_RECEIVED

FLOR GEOLA, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 FLOR GEOLA, M.D., A SOLE PROPRIETOR.

Plan sponsor

Name

FLOR GEOLA, M.D., A SOLE PROPRIETOR

EIN

95-3688260

Address

1019 JOHN STREET · MANHATTAN BEACH, CA · 90266

Phone

(310) 477-0501

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

FRANK I. MENDELBLATT, M. D. , P. A.

MENDELBLATT 401(K) PROFIT SHARING PLAN

$1.8M · 7 participants

NORCAL SKIN DISEASE & SURGERY

NORCAL SKIN DISEASE & SURGERY 401(K) PLAN & TRUST

$1.8M · 4 participants

MARTIN G. GREGORIO, MD AND ASSOCIATES, PC

MARTIN G. GREGORIO, MD AND ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.8M · 10 participants

VIRGINIA PEDIATRIC EYE CENTER

VIRGINIA PEDIATRIC EYE CENTER 401(K) PSP

$1.8M · 19 participants

RADIOLOGY SERVICES OF ARDMORE, INC.