· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAKHAYA — SAAD M. BAKHAYA, M. D., INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528113830NAL0004352467001
BAKHAYA
Form 5500-SF
FILING_RECEIVED
SAAD M. BAKHAYA, M. D., INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
BAKHAYA
.
Find decision makers
Plan sponsor
Name
BAKHAYA
EIN
95-4510855
Address
1629 WEST AVENUE J, SUITE 116 · LANCASTER, CA · 93534
Phone
(714) 503-6212
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-05-28
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
Related plans
Similar-size Offices of Physicians plans
NADER DAKAK, M.D., P.A.
NADER DAKAK, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST
$3.4M · 6 participants
NASRULLAH MANJI, M.D., P.A.
NASRULLAH MANJI, M.D., P.A. DEFINED BENEFIT PENSION PLAN
$3.4M · 4 participants
COAST GASTROENTEROLOGY, A MEDICAL GROUP, INC.
COAST GASTROENTEROLOGY PROFIT SHARING PLAN
$3.4M · 15 participants
KAREN M. LISH, M.D., P.C.
KAREN M. LISH, M.D., P.C. PROFIT SHARING PLAN
$3.4M · 2 participants
RETINA INSTITUTE OF HAWAII, LLC
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.
RETINA INSTITUTE OF HAWAII, LLC 401(K) PROFIT SHARING PLAN
$3.4M · 40 participants
COUNTRYSIDE ORTHOPAEDICS, P.C.
COUNTRYSIDE ORTHOPAEDICS, P. C. 401(K) PLAN
$3.4M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B