Original filing (PDF)20251006125322NAL0006103344001

PHILIP A. ROBINSON, MD, F.I.D.S.A.

Name: PHILIP A. ROBINSON, MD, F.I.D.S.A. — PHILIP A. ROBINSON, M. D. , F.I.D.S.A. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PHILIP A. ROBINSON, MD, F.I.D.S.A.

Form 5500-SF

FILING_RECEIVED

PHILIP A. ROBINSON, M. D. , F.I.D.S.A. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 PHILIP A. ROBINSON, MD, F.I.D.S.A..

Plan sponsor

Name

PHILIP A. ROBINSON, MD, F.I.D.S.A.

EIN

33-0783137

Address

320 SUPERIOR AVE. - SUITE 290 · NEWPORT BEACH, CA · 92663

Phone

(949) 650-9155

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

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

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

CHIRAG P. MEHTA, MD, INC.

CHIRAG P. MEHTA, MD, INC. CASH BALANCE PLAN

$1.3M · 5 participants

GINSBERG CHIROPRACTIC, P. C.

GINSBERG CHIROPRACTIC, P.C. 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 4 participants

MARCUS MAYUS, MD INC.

MARCUS MAYUS, MD INC. CASH BALANCE PLAN

$1.3M · 11 participants

SACKS & STRIAR, P.C.

SACKS & STRIAR PC 401(K) PS PLAN

$1.3M · 3 participants

ESSEX GASTRO ASSOCIATES, P.A.

ESSEX GASTRO ASSOCIATES, P.A. PENSION PLAN