· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DENNIS SARABI MD, INC. — DENNIS SARABI MD CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423132913NAL0005740769001
DENNIS SARABI MD, INC.
Form 5500-SF
FILING_RECEIVED
DENNIS SARABI MD CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DENNIS SARABI MD, INC.
.
Find decision makers
Plan sponsor
Name
DENNIS SARABI MD, INC.
EIN
80-0646334
Address
400 NEWPORT CENTER DRIVE · SUITE 610 · NEWPORT BEACH, CA · 92660
Phone
(949) 554-3033
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-04-23
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
ARIZONA GRAND MEDICAL CENTER
ARIZONA GRAND MEDICAL CENTER 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 12 participants
MARK DAVIDSON, M.D., INC.
MARK DAVIDSON, M.D., INC. 401(K) PLAN
$1.9M · 3 participants
ROBERT PEZZIN MD
ROBERT PEZZIN MD PROFIT SHARING PLAN
$1.9M
PAN AND HSU PEDIATRICS, INC.
PAN AND HSU PEDIATRICS, INC. RETIREMENT PLAN
$1.9M · 14 participants
JASON E. MULZER DDS PSC
JASON E. MULZER DDS PSC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.9M · 7 participants
DANIEL J. BRESSLER, MD, INC.
DANIEL J. BRESSLER, MD, INC. PROFIT SHARING PLAN
$1.9M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
