Original filing (PDF)20250603122917NAL0010195217001

GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC.

Name: GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC. — TAKEI, BAUMGARTEN EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC.

Form 5500-SF

FILING_RECEIVED

TAKEI, BAUMGARTEN EMPLOYEES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC..

Plan sponsor

Name

GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC.

EIN

95-4638287

Address

931 BUENA VISTA STREET, SUITE 505 · DUARTE, CA · 910101727

Phone

(626) 357-9931

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

EVERY CHILD PEDIATRICS

ROCKY MOUNTAIN YOUTH MEDICAL & NURSING CONSULTANTS, INC. 401 (K) PLAN

$11.5M · 140 participants

MARIN HOSPITALIST MED

MARIN HOSPITALIST MEDICAL GROUP, INC. PROFIT SHARING 401(K) PLAN

$11.5M · 19 participants

MGMT SERVICES OF IMA GREENVILLE

MGMT SERVICES OF IMA GREENVILLE INC. RET SV

$11.5M · 145 participants

ANDERSON HILLS PEDIATRICS, INC.

ANDERSON HILLS PEDIATRICS, INC. 401(K) PLAN AND TRUST

$11.5M · 31 participants

WISCONSIN INSTITUTE OF UROLOGY SC