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Original filing (PDF)20231013141411NAL0067513634001
DAVID E. SAFIR, M.D., INC.
Form 5500-SF
FILING_RECEIVED
DAVID E. SAFIR, M.D., INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID E. SAFIR, M.D., INC..
Plan sponsor
Name
DAVID E. SAFIR, M.D., INC.
EIN
94-2610980
Address
2577 SAMARITAN DR STE 720 · SAN JOSE, CA · 951244100
Phone
(408) 356-5105
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
DAVID E. SAFIR, M.D., INC.
EIN
94-2610980
City
SAN JOSE, CA
Phone
(408) 356-5105
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
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