Original filing (PDF)20260106113031NAL0012550466001

DR. ROBERT A. INNOCENZI D.O. LLC

Name: DR. ROBERT A. INNOCENZI D.O. LLC — DR. ROBERT A INNOCENZI, D.O. LLC 401(K) SALARY SAVINGS PLAN, Form 5500 (2023)
Creator: DR. ROBERT A. INNOCENZI D.O. LLC

Form 5500-SF

FILING_RECEIVED

DR. ROBERT A INNOCENZI, D.O. LLC 401(K) SALARY SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 13.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. ROBERT A. INNOCENZI D.O. LLC.

Plan sponsor

Name

DR. ROBERT A. INNOCENZI D.O. LLC

EIN

95-4558086

Address

13197 CENTRAL AVE · SUITE 101 · CHINO, CA · 91710

Phone

(909) 590-2073

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-01-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

GENESIS CLINICAL SERVICES S.C.

GENESIS CLINICAL SERVICES S.C. 401(K) PLAN

$2.3M · 7 participants

TAN D. TRAN, MD

TAN D. TRAN, MD 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 4 participants

KIDS CARE PEDIATRICS MEDICAL GROUP, INC.

KIDS CARE PEDIATRICS MEDICAL GROUP, INC. 401(K) PLAN

$2.3M · 17 participants

ADULT HYPERTENSION AND KIDNEY SPECIALIST, LLC

ADULT HYPERTENSION AND KIDNEY SPECIALIST, LLC 401(K) PLAN

$2.3M · 7 participants

GREENVILLE WOMEN'S WELLNESS CENTER, P.A.