Original filing (PDF)20250516182006NAL0015665475001

WILLIAM H. KWAN DPM INC.

Name: WILLIAM H. KWAN DPM INC. — WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM H. KWAN DPM INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM H. KWAN DPM INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM H. KWAN DPM INC..

Plan sponsor

Name

WILLIAM H. KWAN DPM INC.

EIN

77-0079960

Address

652 COPPERTREE COURT · SIMI VALLEY, CA · 93065

Phone

(805) 584-3668

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-05-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Health Care & Social Assistance plans

JAY C. SOMERS, MS, PA-C, LTD.

JAY C. SOMERS, MS, PA-C, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

DEBORAH A. CHRISTENSEN PHD & ASSOCIATES, INC.

CORNER CANYON COUNSELING RETIREMENT PLAN

THE PSYCHIATRIC CENTER, INC

THE PSYCHIATRIC CENTER, INC 401(K) PLAN

GERMANTOWN PRIVATE PSYCHIATRY, PLLC

GERMANTOWN PRIVATE PSYCHIATRY 401K PLAN

ALAN R. MALOUF, M.D., P.A.

ALAN R. MALOUF, M.D., P.A. RETIREMENT TRUST