· 2022–2024 · DOL EFAST2

ALISA L WILLIAMS M D INC — ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250618111206NAL0005634338001

ALISA L WILLIAMS M D INC

Form 5500-SF

FILING_RECEIVED

ALISA L WILLIAMS M D INC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score

93

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

76

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALISA L WILLIAMS M D INC.

Plan sponsor

Name

ALISA L WILLIAMS M D INC

EIN

33-0692671

Address

5555 RESERVOIR DRIVE · SUITE 307 · SAN DIEGO, CA · 92120

Phone

(619) 299-3111

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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