BEN SHWACHMAN, M.D., A PROFESSIONAL CORPORATION — BEN SHWACHMAN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
BEN SHWACHMAN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score
91
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEN SHWACHMAN, M.D., A PROFESSIONAL CORPORATION.
Plan sponsor
Name
BEN SHWACHMAN, M.D., A PROFESSIONAL CORPORATION
EIN
95-2649108
Address
32932 PACIFIC COAST HIGHWAY, #14-16 · DANA POINT, CA · 92629
Phone
(626) 967-8036
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2024-05-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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.
