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RICHARD S. CHERLIN, M.D. — RICHARD S. CHERLIN, M.D. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250524131823NAL0012135522001
RICHARD S. CHERLIN, M.D.
Form 5500-SF
FILING_RECEIVED
RICHARD S. CHERLIN, M.D. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RICHARD S. CHERLIN, M.D.
.
Find decision makers
Plan sponsor
Name
RICHARD S. CHERLIN, M.D.
DBA
RICHARD S. CHERLIN, M.D.
EIN
94-2668261
Address
15899 LOS GATOS ALMADEN RD STE 12 · LOS GATOS, CA · 950323739
Phone
(408) 358-2663
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-05-24
Pension benefit codes
2E · Profit-sharing
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
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Helping the score
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