Original filing (PDF)20231011223950NAL0019863699001

JOHN T . ALEXANDER, II, M.D., INCORPORATED

Name: JOHN T . ALEXANDER, II, M.D., INCORPORATED — JOHN T. ALEXANDER, II, M.D. INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOHN T . ALEXANDER, II, M.D., INCORPORATED

Form 5500-SF

FILING_RECEIVED

JOHN T. ALEXANDER, II, M.D. INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JOHN T . ALEXANDER, II, M.D., INCORPORATED.

Plan sponsor

Name

JOHN T . ALEXANDER, II, M.D., INCORPORATED

EIN

33-0833608

Address

5720 OBERLIN DRIVE · SAN DIEGO, CA · 92121

Phone

(858) 455-7557

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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