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HEALTHY FOUNDATIONS MEDICAL GROUP — HEALTHY FOUNDATIONS MEDICAL GROUP 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250714192022NAL0003284450001
HEALTHY FOUNDATIONS MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
HEALTHY FOUNDATIONS MEDICAL GROUP 401(K) SAFE HARBOR PROFIT SHARING PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEALTHY FOUNDATIONS MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
HEALTHY FOUNDATIONS MEDICAL GROUP
EIN
95-4509771
Address
1045 ATLANTIC AVE., STE. #715 · LONG BEACH, CA · 90813
Phone
(562) 983-5496
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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