Original filing (PDF)20251014172054NAL0003490849001

STEFAN A. UNTERHALTER, M.D., A MEDICAL CORPORATION

Name: STEFAN A. UNTERHALTER, M.D., A MEDICAL CORPORATION — STEFAN A. UNTERHALTER, M.D., A MEDICAL CORP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEFAN A. UNTERHALTER, M.D., A MEDICAL CORPORATION

Form 5500-SF

FILING_RECEIVED

STEFAN A. UNTERHALTER, M.D., A MEDICAL CORP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 STEFAN A. UNTERHALTER, M.D., A MEDICAL CORPORATION.

Plan sponsor

Name

STEFAN A. UNTERHALTER, M.D., A MEDICAL CORPORATION

EIN

95-4036190

Address

9001 WILSHIRE BLVD., STE 201 · BEVERLY HILLS, CA · 902111840

Phone

(310) 274-2722

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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