Original filing (PDF)20260316175758NAL0002224240001

ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP.

Name: ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP. — ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP.

Form 5500-SF

FILING_RECEIVED

ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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 ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP..

Plan sponsor

Name

ALLAN L. KURTZ, A PROFESSIONAL MEDICAL CORP.

EIN

95-3978212

Address

6325 TOPANGA CANYON BLVD., SUITE 50 · WOODLAND HILLS, CA · 91367

Phone

(818) 346-1440

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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