Original filing (PDF)20240702200834NAL0006392257001

REX J. WINTERS, M.D., INC.

Name: REX J. WINTERS, M.D., INC. — REX J. WINTERS, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: REX J. WINTERS, M.D., INC.

Form 5500-SF

FILING_RECEIVED

REX J. WINTERS, M.D., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REX J. WINTERS, M.D., INC..

Plan sponsor

Name

REX J. WINTERS, M.D., INC.

EIN

20-2621704

Address

10601 WALKER STREET · SUITE 100 · CYPRESS, CA · 90630

Phone

(714) 656-2140

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-02

Pension benefit codes

2E · Profit-sharing

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

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