Original filing (PDF)20250624172057NAL0004182051001

BRADLEY H. CHESLER, M.D., A.P.C.

Name: BRADLEY H. CHESLER, M.D., A.P.C. — BRADLEY H. CHESLER, M.D. 401(K) PLAN, Form 5500 (2023)
Creator: BRADLEY H. CHESLER, M.D., A.P.C.

Form 5500-SF

FILING_RECEIVED

BRADLEY H. CHESLER, M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 BRADLEY H. CHESLER, M.D., A.P.C..

Plan sponsor

Name

BRADLEY H. CHESLER, M.D., A.P.C.

EIN

33-0362515

Address

12463 RANCHO BERNARDO RD., SUITE 35 · SAN DIEGO, CA · 92128

Phone

(760) 738-5533

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-24

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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