Original filing (PDF)20240925231824NAL0026705008001

BRUCE J SACHS MD, INC.

Name: BRUCE J SACHS MD, INC. — BRUCE J SACHS MD, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BRUCE J SACHS MD, INC.

Form 5500-SF

FILING_RECEIVED

BRUCE J SACHS MD, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE J SACHS MD, INC..

Plan sponsor

Name

BRUCE J SACHS MD, INC.

EIN

02-0591175all filings

Address

501 N EL CAMINO REAL SUITE 100 · ENCINITAS, CA · 92024

Phone

(760) 944-6520

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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