Original filing (PDF)20250625141730NAL0011379968001

D. PAUL AMARA, M.D.

Name: D. PAUL AMARA, M.D. — D. PAUL AMARA, M.D. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: D. PAUL AMARA, M.D.

Form 5500-SF

FILING_RECEIVED

D. PAUL AMARA, M.D. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 D. PAUL AMARA, M.D..

Plan sponsor

Name

D. PAUL AMARA, M.D.

EIN

68-0408603

Address

181 ANDRIEUX STREET, SUITE 108 · SONOMA, CA · 954766920

Phone

(707) 938-3300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

D. PAUL AMARA, M.D.

EIN

68-0408603

City

SONOMA, CA

Phone

(707) 938-3300

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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