Original filing (PDF)20250310141801NAL0009805971001

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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-10

Pension benefit codes

1A · Pay-related DB formula

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

INFECTIOUS DISEASE SPECIALISTS OF NORTHWEST ARKANSAS, P.A.

INFECTIOUS DISEASE SPECIALISTS OF NORTHWEST ARKANSAS 401(K) PROFIT SHARING PLAN

$1.1M · 14 participants

PROGRESSIVE MEDICAL CENTER, S.C.

PROGRESSIVE MEDICAL CENTER 401(K) PLAN

$1.1M · 25 participants

MARGA F MASSEY, MD, LLC

MARGA F. MASSEY, MD, LLC PROFIT SHARING PLAN

$1.1M · 2 participants

BURICK CENTER FOR HEALTH & WELLNESS, P.C.

BURICK CENTER FOR HEALTH & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

$1.1M · 15 participants