Original filing (PDF)20250930141100NAL0013339616001

ERIK C. SPAYDE, M.D., INC.

Name: ERIK C. SPAYDE, M.D., INC. — ERIK C. SPAYDE, M.D., INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ERIK C. SPAYDE, M.D., INC.

Form 5500-SF

FILING_RECEIVED

ERIK C. SPAYDE, M.D., INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 ERIK C. SPAYDE, M.D., INC..

Plan sponsor

Name

ERIK C. SPAYDE, M.D., INC.

EIN

20-4657944

Address

2593 NEWBERN CT. · THOUSAND OAKS, CA · 91361

Phone

(805) 496-0242

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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