How big is Scott Parry M.D., PC's plan?

Scott Parry M.D., PC's plan reported $189K in assets and 12 participants for 2024.

Original filing (PDF)20250609105017NAL0010923907001

Scott Parry M.D., PC

Name: Scott Parry M.D., PC — Form 5500 (2024)
Creator: Scott Parry M.D., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Scott Parry M.D., PC held $189K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Shirley Horner signed Scott Parry M.D., PC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scott Parry M.D., PC's EIN is 87-4739314.

EIN 87-4739314

Plan number 001

Plan year 2024

ACK ID 20250609105017NAL0010923907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott Parry M.D., PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Parry M.D., PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SCOTT PARRY M.D., PC

EIN

all filings

Address

135 SOUTH STATE COLLEGE BLVD · BREA, CA · 92821

Phone

(805) 719-3700

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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