· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHEN J. FRIEDMAN, M.D., P.C. — STEPHEN J. FRIEDMAN, M.D., P.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250311175512NAL0035697362001
STEPHEN J. FRIEDMAN, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
STEPHEN J. FRIEDMAN, M.D., P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
STEPHEN J. FRIEDMAN, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
STEPHEN J. FRIEDMAN, M.D., P.C.
EIN
95-4536816
Address
16255 VENTURA BOULEVARD, SUITE 120 · ENCINO, CA · 914362300
Phone
(818) 986-3376
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-11
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
MID-SOUTH PERINATAL ASSOCIATES, PC
MID-SOUTH PERINATAL ASSOCIATES 401(K) PLAN
$2.4M · 5 participants
LAKEVIEW MEDICAL ASSOCIATES, P.C.
LAKEVIEW MEDICAL ASSOCIATES, P.C. 401(K) PLAN
$2.4M · 9 participants
THUONG VO MD, INC.
SOUTHERN CALIFORNIA SPINE AND PAIN INSTITUTE PENSION PLAN
$2.4M · 5 participants
SANTHOSH K. CHEELA, MD
SANTHOSH K. CHEELA, MD 401(K) PLAN
$2.4M · 4 participants
ADVANCED DERMATOLOGY OF OREGON
ADVANCED DERMATOLOGY OF OREGON 401(K) PLAN
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.
$2.4M · 8 participants
BEITTEL BECKER, PEDIATRIC ASSOCIATES, LLP
BEITTEL BECKER PEDIATRIC ASSOCIATES 401(K) PLAN
$2.4M · 14 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