Original filing (PDF)20250919164646NAL0001149987001

DAVID W TAI MD

Name: DAVID W TAI MD — DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DAVID W TAI MD

Form 5500-SF

FILING_RECEIVED

DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 DAVID W TAI MD.

Plan sponsor

Name

DAVID W TAI MD

EIN

68-0226505

Address

2801 K STREET SUITE 500 · SACRAMENTO, CA · 958160000

Phone

(916) 732-3340

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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