· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID A. LAUB, M.D. A P.C. — DAVID A. LAUB, M.D., A P.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818143555NAL0002586562001
DAVID A. LAUB, M.D. A P.C.
Form 5500-SF
FILING_RECEIVED
DAVID A. LAUB, M.D., A P.C. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
DAVID A. LAUB, M.D. A P.C.
.
Find decision makers
Plan sponsor
Name
DAVID A. LAUB, M.D. A P.C.
EIN
94-3389324
Address
P.O. BOX 278 · KENTFIELD, CA · 94914
Phone
(415) 381-6661
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Physicians plans
PIEDMONT PATHOLOGY ASSOCIATES, INC.
PIEDMONT PATHOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$7.2M · 38 participants
PREMIER MEDICAL ASSOCIATES, INC.
PREMIER MEDICAL ASSOCIATES, INC. PROFIT SHARING PLAN
$7.1M · 26 participants
FOOTHILLS NEPHROLOGY, PA
FOOTHILLS NEPHROLOGY, PA PROFIT SHARING PLAN AND TRUST
$7.1M · 15 participants
MALI & MALI PEDIATRICS, PC
MALI & MALI PEDIATRICS, PC 401(K) PROFIT SHARING PLAN AND TRUST
$7.2M · 31 participants
CENTER FOR DERMATOLOGY AND LASER SURGERY, P.C.
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.
CENTER FOR DERMATOLOGY AND LASER 401(K) PROFIT SHARING PLAN
$7.2M · 32 participants
ALLERGY CLINIC OF TULSA, INC.
ALLERGY CLINIC OF TULSA 401(K) PLAN
$7.1M · 53 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B