Original filing (PDF)20250331172758NAL0003443859001

HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION

Name: HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION — HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION.

Plan sponsor

Name

HEATHER J. ROBERTS, M.D., A MEDICAL CORPORATION

EIN

95-4665262

Address

11500 W. OLYMPIC BLVD., SUITE 480 · LOS ANGELES, CA · 90064

Phone

(310) 477-4727

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

NEVADA RETINA ASSOCIATES STEVEN M FRIEDLANDER MD LTD

NEVADA RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN

$2.7M · 16 participants

PULMONARY MEDICINE PA

PULMONARY MEDICINE PA 401K PROFIT SHARING PLAN

$2.7M · 2 participants

J. CHRISTOPHER DAVIS, M.D, PLLC

J. CHRISTOPHER DAVIS, M.D., PLLC RETIREMENT PLAN

$2.7M · 14 participants

ADVANCED INSTITUTE FOR PLASTIC SURGERY

ADVANCED INSTITUTE FOR PLASTIC SURGERY 401(K) SAFE HARBOR PROFIT SHARING PLAN

$2.7M · 17 participants