· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID J. GROSSKLAUS, MD, PC — DAVID J. GROSSKLAUS, MD, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707103400NAL0003125313001
DAVID J. GROSSKLAUS, MD, PC
Form 5500-SF
FILING_RECEIVED
DAVID J. GROSSKLAUS, MD, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
33
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
DAVID J. GROSSKLAUS, MD, PC
.
Find decision makers
Plan sponsor
Name
DAVID J. GROSSKLAUS, MD, PC
EIN
20-2404841
Address
6007 E BASELINE RD., STE 105 · MESA, AZ · 852064815
Phone
(480) 897-2727
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
2025-07-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
KIDNEY AND HYPERTENSION CONSULTANTS OF HOUSTON PA
KIDNEY AND HYPERTENSION CONSULTANTS OF HOUSTON 401(K) PLAN
$2.6M · 10 participants
KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES, LLC
KRISHNAN HEMATOLOGY ONCOLOGY ASSOCIATES DEFINED BENEFIT PLAN
$2.6M · 4 participants
KIMBERLY L. SKAFF, M.D.
KIMBERLY L. SKAFF, M.D., 401(K) PROFIT SHARING PLAN
$2.6M · 7 participants
CARDIO MEDICAL CONSULTANTS MEDICAL GROUP OF LONG BEACH, INC.
CARDIO MEDICAL CONSULTANTS MEDICAL GROUP OF LONG BEACH, INC. PROFIT SHARING PLAN
$2.6M · 14 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SOUTHERN NEW ENGLAND EAR, NOSE
S.N.E.E.N.T. 401K PLAN
$2.6M · 77 participants
SMITH ALLERGY AND ASTHMA OF CENTRAL NEW YORK, PLLC
SMITH ALLERGY AND ASTHMA OF CNY 401(K) PROFIT SHARING PLAN
$2.6M · 39 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
