Original filing (PDF)20240801020748NAL0013229107001

ELISA V RARA D M D A PROFESSIO

Name: ELISA V RARA D M D A PROFESSIO — ELISA V RARA D M D A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ELISA V RARA D M D A PROFESSIO

Form 5500-SF

FILING_RECEIVED

ELISA V RARA D M D A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ELISA V RARA D M D A PROFESSIO.

Plan sponsor

Name

ELISA V RARA D M D A PROFESSIO

EIN

94-3352817

Address

1895 MOWRY AVE 101B · FREMONT, CA · 94538

Phone

(510) 794-6141

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

VONYA GLOBAL LLC

VONYA GLOBAL LLC 401(K) PLAN

$1.1M · 9 participants

TANYR HEALTHCARE, LLC

TANYR HEALTHCARE SOLUTIONS 401(K) AND RETIREMENT PLAN

$1.1M · 91 participants

INTEGRATED GLOBAL SOLUTIONS LLC

INTEGRATED GLOBAL SOLUTIONS RETIREMENT PLAN

$1.1M · 24 participants

VEE FRIENDS LLC

VEEFRIENDS 401(K) PLAN

$1.1M · 42 participants

PHILIP J. FAGAN, JR., A PROFESSIONAL CORPORATION

PJF RETIREMENT PLAN

$1.1M · 5 participants