Original filing (PDF)20250729070200NAL0001398611001

PAUL D. BURTON

Name: PAUL D. BURTON — PAUL BURTON INDIVIDUAL (K) QRP, Form 5500 (2024)
Creator: PAUL D. BURTON

Form 5500-SF

FILING_RECEIVED

PAUL BURTON INDIVIDUAL (K) QRP

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 PAUL D. BURTON.

Plan sponsor

Name

PAUL D. BURTON

EIN

90-1031542

Address

250 CAMPBELL AVENUE · REDLANDS, CA · 92374

Phone

(909) 557-1600

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

PAUL D. BURTON

EIN

90-1031542

City

REDLANDS, CA

Phone

(909) 557-1600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

UMAKANT K PATEL

UMAKANT K PATEL, RETIREMENT PLAN

$2.8M

SPINE AND ORTHOPEDIC PAIN CENTER, P.C.

SPINE AND ORTHOPEDIC PAIN CENTER, P.C. 401(K) PROFIT SHARING PLAN

$2.8M · 4 participants

ENDOCRINOLOGY CONSULTANT PA

ENDOCRINOLOGY CONSULTANT PA 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 4 participants

THOMAS L. HOROWITZ, D.O.

THOMAS L. HOROWITZ, D.O. 401(K) PROFIT SHARING PLAN

$2.8M

STEVEN L. SIMMONS, D.O., PLLC

SOUTHWEST SPORTS & SPINE CENTER 401(K) PLAN