Original filing (PDF)20230619124025NAL0059347856001

JOEL M. ROTHFELD, PH.D., M.D.

Name: JOEL M. ROTHFELD, PH.D., M.D. — JOEL M. ROTHFELD, PH.D., M.D. 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOEL M. ROTHFELD, PH.D., M.D.

Form 5500-SF

FILING_RECEIVED

JOEL M. ROTHFELD, PH.D., M.D. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 JOEL M. ROTHFELD, PH.D., M.D..

Plan sponsor

Name

JOEL M. ROTHFELD, PH.D., M.D.

EIN

80-0027515

Address

1461 LAZY TRAIL DR. · CHICO, CA · 95926

Phone

(530) 228-1911

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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