· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SYED NAQVI, MD, PROF. CORP. — SYED NAQVI, MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715175907NAL0002417809001
SYED NAQVI, MD, PROF. CORP.
Form 5500-SF
FILING_RECEIVED
SYED NAQVI, MD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYED NAQVI, MD, PROF. CORP.
.
Find decision makers
Plan sponsor
Name
SYED NAQVI, MD, PROF. CORP.
EIN
20-1217218
Address
280 SOUTH BEVERLY DR. · STE. 402 · BEVERLY HILLS, CA · 90212
Phone
(310) 780-6060
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CLEBURNE PEDIATRICS, P.A.
CLEBURNE PEDIATRICS, P.A. 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
MARYLAND SPINE CENTER CHARTERED
MARYLAND SPINE CENTER, CHARTERED 401(K) PLAN
$2.1M · 7 participants
SUNIL K. KAUSHAL, M.D., P.C.
SUNIL K. KAUSHAL, M.D., P.C. 401K NEW COMPARABILITY PROFIT SHARING PLAN
$2.1M · 4 participants
NEW HORIZON DERMATOLOGY, INC.
NEW HORIZON DERMATOLOGY, INC. 401(K) PLAN
$2.1M · 11 participants
PREM GOEL, MD
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
PREM GOEL, MD PROFIT SHARING/MONEY PURCHASE PENSION PLAN
$2.1M · 5 participants
IRA BERGMAN, M.D.
IRA BERGMAN, M. D. DEFINED BENEFIT PENSION PLAN
$2.1M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
