How big is Lelanie LUNA, M.D., Inc.'s plan?

Lelanie LUNA, M.D., Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20251003131035NAL0002344976001

Lelanie LUNA, M.D., Inc.

Name: Lelanie LUNA, M.D., Inc. — Lelanie LUNA, M.D., Inc., Form 5500 (2024)
Creator: Lelanie LUNA, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lelanie LUNA, M.D., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Lelanie LUNA, M.D., Inc.'s Lelanie LUNA, M.D., Inc. Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Lelanie LUNA, M.D., Inc.'s EIN is 95-4475901.

EIN 95-4475901

Plan number 004

Plan year 2024

ACK ID 20251003131035NAL0002344976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lelanie LUNA, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lelanie LUNA, M.D., Inc.'s plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LELANIE LUNA, M.D., INC.

EIN

all filings

Address

1500 S. CENTRAL AVENUE, SUITE 310 · GLENDALE, CA · 91204

Phone

(818) 500-1331

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator