Original filing (PDF)20250903143433NAL0015293089001

DAVID K. FICHMAN M.D.

Name: DAVID K. FICHMAN M.D. — DAVID K. FICHMAN M.D. 401(K) PLAN, Form 5500 (2024)
Creator: DAVID K. FICHMAN M.D.

Form 5500-SF

FILING_RECEIVED

DAVID K. FICHMAN M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DAVID K. FICHMAN M.D..

Plan sponsor

Name

DAVID K. FICHMAN M.D.

EIN

58-2067504

Address

6800 PALM AVENUE, SUITE H · SEBASTOPOL, CA · 95472

Phone

(707) 829-0352

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

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

ADVANCED ORTHOPAEDIC ASSOCIATES

ADVANCED ORTHOPAEDIC ASSOCIATES OF NORTH JERSEY LLC 401K PLAN

$1.9M · 7 participants

HJ SURGERY CENTER, INC.

BAY AREA PAIN & SPINE INSTITUTE 401(K) PROFIT SHARING PLAN

$1.9M · 3 participants

JAMES M. LIGUORI, PHYSICIAN, PC

JAMES M. LIGUORI, PHYSICIAN, PC CASH BALANCE PLAN

$1.9M · 2 participants

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. CASH BALANCE RETIREMENT PLAN

$1.9M

ROCKINGHAM DERMATOLOGY PC