Original filing (PDF)20250519151507NAL0000751153001

JACLYNN DO, MD INC.

Name: JACLYNN DO, MD INC. — JACLYNN DO, MD, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JACLYNN DO, MD INC.

Form 5500-SF

FILING_RECEIVED

JACLYNN DO, MD, INC. DEFINED BENEFIT PLAN

Defined-benefit pension 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 JACLYNN DO, MD INC..

Plan sponsor

Name

JACLYNN DO, MD INC.

EIN

26-2683675

Address

8070 WESTMINISTER BLVD · WESTMINISTER, CA · 92683

Phone

(714) 899-9898

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

2025-05-19

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

STRATFORD PEDIATRIC ASSOCIATES, PC.

STRATFORD PEDIATRICS, INC RETIREMENT PLAN

$4.6M · 6 participants

LE, NGUYEN, TRAM, NGUYEN & TRAN, CORP.

WESTMINSTER MEDICAL CENTER PROFIT SHARING PLAN

$4.6M · 16 participants

CENTRAL ARKANSAS PEDIATRIC CLINIC, P.A.

CENTRAL AR PEDIATRIC CLINIC PROFIT SHARING

$4.6M · 42 participants

CONCOURSE CARDIOLOGY ASSOCIATES PC

CONCOURSE CARDIOLOGY ASSOCIATES PC PROFIT SHARING PLAN

$4.6M · 6 participants

JAMES P. BARTEK, M.D., P.L.