Original filing (PDF)20251009191126NAL0007035393001

DAVID W. KIM, M.D., INC.

Name: DAVID W. KIM, M.D., INC. — DAVID W. KIM, M.D. 401(K) PLAN, Form 5500 (2024)
Creator: DAVID W. KIM, M.D., INC.

Form 5500-SF

FILING_RECEIVED

DAVID W. KIM, M.D. 401(K) PLAN

401(k) retirement 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 DAVID W. KIM, M.D., INC..

Plan sponsor

Name

DAVID W. KIM, M.D., INC.

EIN

26-4052237

Address

55 FRANCISCO STREET, SUITE 705 · SAN FRANCISCO, CA · 94133

Phone

(415) 773-0800

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

POONAM S DULAI

PROFIT SHARING PLAN

$1.1M · 2 participants

CLIFFORD SEGIL, D.O. A MEDICAL CORPORATION

CLIFFORD SEGIL, D.O. A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

$1.1M · 2 participants

FREDERICK WENDLER, MD

WENDLER PENSION PLAN & TRUST

$1.1M · 5 participants

MOSA, P.A.

MOSA, P.A. 401(K) PLAN

$1.1M · 7 participants

MELVIN J. ROTHBERGER, M.D.

MELVIN J. ROTHBERGER, M.D. RETIREMENT PLAN

$1.1M · 2 participants