Original filing (PDF)20250702102601NAL0032667106002

HARRY MARSHAK, M.D. A PROF. CORP.

Name: HARRY MARSHAK, M.D. A PROF. CORP. — HARRY MARSHAK, M.D. A PROF. CORP. CASH BALANCE PLAN, Form 5500 (2024)
Creator: HARRY MARSHAK, M.D. A PROF. CORP.

Form 5500-SF

FILING_RECEIVED

HARRY MARSHAK, M.D. A PROF. CORP. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HARRY MARSHAK, M.D. A PROF. CORP..

Plan sponsor

Name

HARRY MARSHAK, M.D. A PROF. CORP.

EIN

27-3110217

Address

74075 EL PASEO DRIVE SUITE D-2 · PALM DESERT, CA · 92260

Phone

(760) 341-2551

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

UPSTATE LUNG & CRITICAL CARE SPE

UPSTATE LUNG AND RESEARCH GROUPS 401(K) PLAN

$1.4M · 24 participants

WAKE PLASTIC SURGERY

WAKE PLASTIC SURGERY 401(K) PLAN

$1.4M · 12 participants

C.S. SEWELL MD, P.C.

C. S. SEWELL MD, P. C. 401(K) PLAN

$1.4M · 22 participants

MICHAEL N. BUSH, MD, PC

MICHAEL N. BUSH, MD, PC 401(K) RETIREMENT PLAN

$1.4M · 3 participants

NORTH COUNTY EYE PHYSICIANS, INC.

NORTH COUNTY EYE PHYSICIANS, INC. 401(K) PLAN