How big is Laura PHAN MD's plan?

Laura PHAN MD's plan reported $246K in assets and 3 participants for 2024.

Original filing (PDF)20250708125812NAL0011268994001

Laura PHAN MD

Name: Laura PHAN MD — Laura PHAN MD 401(k) Plan, Form 5500 (2024)
Creator: Laura PHAN MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laura PHAN MD 401(k) Plan

401(k) retirement plan · Laura PHAN MD's Laura PHAN MD 401(k) Plan held $246K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

Laura PHAN signed Laura PHAN MD's 2024 Form 5500 as plan administrator.

Laura PHAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Laura PHAN MD's EIN is 46-3502041.

EIN 46-3502041

Plan number 001

Plan year 2024

ACK ID 20250708125812NAL0011268994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Laura PHAN MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Laura PHAN MD's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LAURA PHAN MD

EIN

all filings

Address

20398 BLAUER DRIVE · SARATOGA, CA · 95070

Phone

(408) 502-5000

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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