Original filing (PDF)20250813131515NAL0012644960001

DAVID A. MARKMAN, M.D., INC.

Name: DAVID A. MARKMAN, M.D., INC. — DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID A. MARKMAN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

DAVID A. MARKMAN, M.D., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 A. MARKMAN, M.D., INC..

Plan sponsor

Name

DAVID A. MARKMAN, M.D., INC.

EIN

95-2643680

Address

31 CLUB VIEW LANE · ROLLING HILLS ESTATES, CA · 90274

Phone

(310) 370-5648

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-13

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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