Original filing (PDF)20251010133325NAL0008232433001

ALAN ESLA MD INC.

Name: ALAN ESLA MD INC. — ALAN ESLA MD INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: ALAN ESLA MD INC.

Form 5500-SF

FILING_RECEIVED

ALAN ESLA MD INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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 ALAN ESLA MD INC..

Plan sponsor

Name

ALAN ESLA MD INC.

EIN

36-4503699

Address

500 OLD RIVER ROAD · SUITE 275 · BAKERSFIELD, CA · 93311

Phone

(661) 616-0202

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

2025-10-10

Pension benefit codes

1B · Flat-dollar 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

KATHERINE S. PHILLIPS, DDS, PLLC

KATHERINE S. PHILLIPS, DDS, PLLC 401(K) PLAN

$618K · 9 participants

PAUL I MELI, III, M.D., P.A.

PAUL I. MELI, III, M. D. , P.A. 401(K) PROFIT SHARING PLAN

$618K · 12 participants

SPARCC PROFESSIONAL CORPORATION

SPARCC 401(K) PLAN

$618K · 18 participants

ALCOTT HAMLET MD PLLC

ALCOTT HAMLET MD PLLC 401K PLAN

$619K · 4 participants

HADDONFIELD DERMATOLOGY ASSOCIATES, LLC

HADDONFIELD DERMATOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN