Original filing (PDF)20231016141218NAL0025027923006

JOHN P. ANDERSON MD., RUSSELL M.

Name: JOHN P. ANDERSON MD., RUSSELL M. — JOHN P ANDERSON MD, RUSSELL M PERRY MD, MARK A SHARZER MD, A MEDICAL CORP PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOHN P. ANDERSON MD., RUSSELL M.

Form 5500-SF

FILING_RECEIVED

JOHN P ANDERSON MD, RUSSELL M PERRY MD, MARK A SHARZER MD, A MEDICAL CORP PROFIT SHARING PLAN

Defined-contribution 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 JOHN P. ANDERSON MD., RUSSELL M..

Plan sponsor

Name

JOHN P. ANDERSON MD., RUSSELL M.

EIN

95-2744523

Address

3033 W ORANGE AVENUE · ANAHEIM, CA · 92804

Phone

(714) 229-4060

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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