How big is Jacob Offenberger, M.D., Inc.'s plan?

Jacob Offenberger, M.D., Inc.'s plan reported $1.1M in assets and 18 participants for 2024.

Original filing (PDF)20251009144322NAL0004005811001

Jacob Offenberger, M.D., Inc.

Name: Jacob Offenberger, M.D., Inc. — Jacob Offenberger, Form 5500 (2024)
Creator: Jacob Offenberger, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob Offenberger, M.D., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Jacob Offenberger, M.D., Inc.'s Jacob Offenberger, M.D., Inc. Profit Sharing Plan held $1.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Jacob Offenberger, M.D., Inc.'s EIN is 95-4740341.

EIN 95-4740341

Plan number 001

Plan year 2024

ACK ID 20251009144322NAL0004005811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob Offenberger, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob Offenberger, M.D., Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JACOB OFFENBERGER, M.D., INC.

EIN

all filings

Address

10515 BALBOA BLVD, SUITE 390 · GRANADA HILLS, CA · 91344

Phone

(818) 366-8112

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator