How big is JDOC LLC's plan?

JDOC LLC's plan reported $650K in assets and 7 participants for 2024.

Original filing (PDF)20251014170201NAL0006957986002

JDOC LLC

Name: JDOC LLC — JDOC LLC Cash Balance Plan, Form 5500 (2024)
Creator: JDOC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDOC LLC Cash Balance Plan

Defined-benefit pension plan · JDOC LLC's JDOC LLC Cash Balance Plan held $650K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

People on this filing

Jose Z de Ocampo signed JDOC LLC's 2024 Form 5500 as plan administrator.

Jose Z de Ocampo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JDOC LLC's EIN is 20-4483738.

EIN 20-4483738

Plan number 002

Plan year 2024

ACK ID 20251014170201NAL0006957986002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JDOC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JDOC LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JDOC LLC.

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Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JDOC LLC

EIN

all filings

Address

10210 N 92ND ST STE 302 · SCOTTSDALE, AZ · 85258

Phone

(480) 606-8252

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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