Department of Labor filing

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC.

SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

48filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,919

Reported employer contributions per active participant.

Higher than about 63% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$677 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 11% of comparable plans

↗Investment performance

Not available

Plan assets changed -0.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202448out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions63rd percentileTypical peer $4,205 · based on 324 comparable plans

Lower reported administrative expense11th percentileTypical peer $191 · based on 339 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, SAN DIEGO CARDIAC CENTER MEDICAL GROUP, INC. reported $678,034 in employer contributions across the plan and 98 active participants. That works out to $6,919 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 51.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context48/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $678,034
Participant contributions: $520,820
Other contributions: $42,257
Employer share of reported contributions: 56.6%
Beginning assets: $15,515,628
Ending assets: $15,442,415
Ending net assets: $15,442,415
Ending liabilities: $0
Total income: $3,538,258
Total expenses: $3,611,471
Administrative expenses: $79,934
Participant loans: $125,753

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$8,002

2024

$6,919

Plan-paid administrative expenses per participant

2023

$447

2024

$677

Active participants

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,919	98	15.4M	20260413170942NAL0030538418001
2023	$8,002	86	15.5M	20250414174016NAL0003677552001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 330100747-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1988
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2S2E3D2G2J2K2R2F2T

Current plan terms

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Filing ACK_ID20260413170942NAL0030538418001

Data sourceDOL Form 5500 bulk data ↗

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