Original filing (PDF)20240710132438NAL0008621011001

William C. Koonce M.D.

Name: William C. Koonce M.D. — William C. Koonce M. D., Form 5500 (2023)
Creator: William C. Koonce M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William C. Koonce M. D. Profit Sharing Plan

Defined-contribution retirement plan · William C. Koonce M.D.'s William C. Koonce M. D. Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

William C. Koonce M.D.'s EIN is 27-2088723.

EIN 27-2088723

Plan number 002

Plan year 2023

ACK ID 20240710132438NAL0008621011001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for William C. Koonce M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

William C. Koonce M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM C. KOONCE M.D..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WILLIAM C. KOONCE M.D.

EIN

all filings

Address

219 NOGALES STREET, SUITE B · SANTA BARBARA, CA · 931053848

Phone

(805) 682-7200

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

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

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