How big is Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.'s plan?

Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.'s plan reported $13.1M in assets and 8 participants for 2025.

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Original filing (PDF)20260511124800NAL0005323571001

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. — Form 5500 Plan 333 (2025)
Creator: Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Takei, Baumgarten Employees Profit Sharing Plan

Defined-contribution retirement plan · Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.'s Takei, Baumgarten Employees Profit Sharing Plan held $13.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan identifiers

Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.'s EIN is 95-4638287.

EIN 95-4638287

Plan number 333

Plan year 2025

ACK ID 20260511124800NAL0005323571001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Glenn K. Takei, M.D. Inc. and Morris Baumgarten, M.D. Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENN K. TAKEI, M.D. INC. AND MORRIS BAUMGARTEN, M.D. INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

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

EIN

all filings

Address

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

Phone

(626) 357-9931

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator