Original filing (PDF)20250630151452NAL0011951649003

DAVID O. TORREZ, M.ED. MFCC, APC

Name: DAVID O. TORREZ, M.ED. MFCC, APC — DAVID TORREZ, APC 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID O. TORREZ, M.ED. MFCC, APC

Form 5500-SF

FILING_RECEIVED

DAVID TORREZ, APC 401(K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DAVID O. TORREZ, M.ED. MFCC, APC.

Plan sponsor

Name

DAVID O. TORREZ, M.ED. MFCC, APC

EIN

94-2585855

Address

9053 SOQUEL DRIVE - SUITE 204 · APTOS, CA · 95003

Phone

(831) 688-7121

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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