Original filing (PDF)20250731163512NAL0002739123001

W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION

Name: W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION — W. DAVID MELLO, M.D. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

W. DAVID MELLO, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION.

Plan sponsor

Name

W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION

EIN

88-2294370

Address

1818 VERDUGO BLVD, #107 · GLENDALE, CA · 91208

Phone

(818) 790-0122

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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