Ventura Orthopedics Medical Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Ventura Orthopedics Medical Group, Inc. 401(k) Plan Facts

Plan name
VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VENTURA ORTHOPEDICS MEDICAL GROUP, INC.
Participants
300 (234 active employees)
Former employees with a balance
111
Plan assets
$35,699,223 at Dec 31, 2024
Average account balance
$118,209 across 302 accounts
Employer contributions
$881,386 in plan year 2024 (50% of all contributions)
Recordkeeper
Wespac Plan Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.76 million went into the plan in contributions, $881,386 of it from the employer (50%).
  • $1.62 million was paid out to participants.
  • Investment and other income added $4.40 million.
  • Administrative expenses were $152,415, about $505 per account.

How the Ventura Orthopedics Medical Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019224$23.7 million$974,956$1.12 million
2020244$28.2 million$997,083$198,960
2021275$33.2 million$1.12 million$818,549
2022263$29.3 million$725,645$476,568
2023310$31.3 million$766,857$3.46 million
2024300$35.7 million$881,386$1.62 million

Ventura Orthopedics Medical Group, Inc. 401(k) Contact Information

Phone
805-804-4102
Mailing address
1203 FLYNN ROAD SUITE 160, CAMARILLO CA 93012
Plan sponsor
VENTURA ORTHOPEDICS MEDICAL GROUP, INC.
Employer identification number (EIN)
95-2597753
Plan number
001

Questions about the Ventura Orthopedics Medical Group, Inc. 401(k)

Does Ventura Orthopedics Medical Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $881,386, 50% of all contributions.

Does the Ventura Orthopedics Medical Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Ventura Orthopedics Medical Group, Inc 401(k) plan?

300 participants at the start of plan year 2024, 234 of them active employees, and 111 former employees who still had money in the plan.

What is the average 401(k) balance at Ventura Orthopedics Medical Group, Inc?

About $118,209 per account: $35.7 million in plan assets across 302 accounts with a balance at the end of plan year 2024.

Who manages the Ventura Orthopedics Medical Group, Inc 401(k) accounts?

WESPAC PLAN SERVICES, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ventura Orthopedics Medical Group, Inc. How do I access my 401(k)?

Your account stays with WESPAC PLAN SERVICES, LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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