Original filing (PDF)20250310142013NAL0027149280001

RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION

Name: RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION — RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION.

Plan sponsor

Name

RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION

EIN

20-2983546

Address

845 SOUTH FAIRMONT AVENUE, SUITE 5 · LODI, CA · 95240

Phone

(209) 366-2360

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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