· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAMY A. AWAD MD, INC. — RAMY A. AWAD MD, INC. 401K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240801092434NAL0023528769001
RAMY A. AWAD MD, INC.
Form 5500-SF
FILING_RECEIVED
RAMY A. AWAD MD, INC. 401K PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAMY A. AWAD MD, INC.
.
Find decision makers
Plan sponsor
Name
RAMY A. AWAD MD, INC.
EIN
27-0350778
Address
555 E TACHEVAH DR STE 3W105 · PALM SPRINGS, CA · 922625747
Phone
(760) 866-0024
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C.
PEDIATRIC ASSOCIATES OF BIG RAPIDS, P.C. CASH BALANCE PENSION PLAN
$1.1M · 9 participants
DILIGENT MEDICAL CARE
DILIGENT MEDICAL CARE 401(K) PLAN
$1.1M · 7 participants
MCGOVERN ALLERGY & ASTHMA CLINIC, P.A.
MCGOVERN ALLERGY & ASTHMA CLINIC, P.A. 401(K) PLAN
$1.1M · 21 participants
SOUTHERN CALIFORNIA HEALTH PROVIDERS MEDICAL GROUP, INC.
SOUTHERN CALIFORNIA HEALTH PROVIDERS MEDICAL GROUP, INC. CASH BALANCE PLAN
$1.1M · 15 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
PATRICK K SULLIVAN M D LTD
PATRICK K SULLIVAN M D LTD 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 1 participants
LAKESIDE GASTROENTEROLOGY AND LIVER SPECIALISTS, PLLC
LAKESIDE GASTROENTEROLOGY 401(K) PLAN
$1.1M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
