· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAVID EZRA MD, INC. — NAVID EZRA MD DEFINED BENEFIT PLLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251012141836NAL0000095107001
NAVID EZRA MD, INC.
Form 5500-SF
FILING_RECEIVED
NAVID EZRA MD DEFINED BENEFIT PLLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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
NAVID EZRA MD, INC.
.
Find decision makers
Plan sponsor
Name
NAVID EZRA MD, INC.
EIN
84-3343763
Address
3095 OLD CONEJO ROAD · THOUSAND OAKS, CA · 91320
Phone
(818) 292-2719
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
1A · Pay-related DB formula
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
SHELBY PEDIATRIC ASSOC. & CHILD LUNG CENTER
SHELBY PEDIATRIC ASSOCIATES & CHILD LUNG CENTER, P.C. 401(K) PLAN
$4.9M · 36 participants
SOUTHLAND MEDICAL GROUP, LLC
SOUTHLAND MEDICAL GROUP, LLC RETIREMENT SAVINGS PLAN
$4.9M · 120 participants
NORTHWEST EYE PHYSICIANS, LTD.
NORTHWEST EYE PHYSICIANS, LTD. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST
$4.9M · 27 participants
ABRAHAM ZERYKIER, M.D.
ABRAHAM ZERYKIER, M.D. PROFIT SHARING PLAN
$4.9M · 5 participants
AREIL CHAVEZ MDSC
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.
ARIEL CHAVEZ MDSC PROFIT SHARING PLAN
$5.0M · 4 participants
BRIAN T. JOHNSON, M.D., P.L.
BRIAN T. JOHNSON, M.D., P.L. 401(K) PROFIT SHARING PLAN
$4.9M · 6 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
