How big is Carlos C. SAY, M.D., Inc.'s plan?

Carlos C. SAY, M.D., Inc.'s plan reported $5.2M in assets and 3 participants for 2024.

Original filing (PDF)20260224151054NAL0001582611001

Carlos C. SAY, M.D., Inc.

Name: Carlos C. SAY, M.D., Inc. — Carlos C. SAY, M.D., Form 5500 (2024)
Creator: Carlos C. SAY, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlos C. SAY, M.D., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Carlos C. SAY, M.D., Inc.'s Carlos C. SAY, M.D., Inc. Profit Sharing Plan held $5.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Carlos C. SAY, M.D., Inc.'s EIN is 94-2334044.

EIN 94-2334044

Plan number 004

Plan year 2024

ACK ID 20260224151054NAL0001582611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlos C. SAY, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos C. SAY, M.D., Inc.'s plan includes profit-sharing.

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CARLOS C. SAY, M.D., INC.

EIN

all filings

Address

5151 N PALM AVENUE, SUITE 920 · FRESNO, CA · 93704

Phone

(559) 224-7656

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator