# Orange County Thoracic & Cardiovascular Surgeons 401(k) Plan
Source: https://planprovider.pro/companies/orange-county-thoracic-cardiovascular-surgeons-plan-001

> Orange County Thoracic & Cardiovascular Surgeons's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orange County Thoracic & Cardiovascular Surgeons

- **Sponsor EIN:** 330638112

- **Sponsor Address:** 1310 W STEWART DR. SUITE 503, ORANGE, CA, 92868

- **Plan Type:** 401(k)

- **Total Participants:** 10

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10|$5.6M|$68,310|$92,000|

| 2023|10|$5.1M|$67,700|$82,500|

| 2022|10|$4.3M|$56,548|$74,500|

## Similar Plans

- [Robert J. Martin, Jr., M.D., INC.](https://planprovider.pro/companies/robert-j-martin-jr-m-d-inc-plan-002) — 10 participants

- [Juan C Carrillo Md A Professional Corporation](https://planprovider.pro/companies/juan-c-carrillo-md-a-professional-corporation-plan) — 10 participants

- [Family Practice Associates Of Carson](https://planprovider.pro/companies/family-practice-associates-of-carson-plan) — 10 participants

- [Diablo Valley Perinatal Associates, INC.](https://planprovider.pro/companies/diablo-valley-perinatal-associates-inc-401k-plan) — 10 participants

- [Vahid Feiz Md INC](https://planprovider.pro/companies/eye-care-of-east-bay-401k-plan) — 10 participants

- [Visalia Ob/Gyn Medical Associates, INC.](https://planprovider.pro/companies/visalia-ob-gyn-medical-associates-inc-401k-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orange-county-thoracic-cardiovascular-surgeons-plan-001)

© 2026 PlanProvider.Pro