Original filing (PDF)20250714134632NAL0001136561003

DAVID J. MACGREGOR, M.D., A.P.C.

Name: DAVID J. MACGREGOR, M.D., A.P.C. — DR. DAVID MACGREGOR, M. D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID J. MACGREGOR, M.D., A.P.C.

Form 5500-SF

FILING_RECEIVED

DR. DAVID MACGREGOR, M. D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 DAVID J. MACGREGOR, M.D., A.P.C..

Plan sponsor

Name

DAVID J. MACGREGOR, M.D., A.P.C.

EIN

20-4942075

Address

450 SUTTER ST., SUITE 1824 · SAN FRANCISCO, CA · 94108

Phone

(415) 989-9400

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

2025-07-14

Pension benefit codes

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

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