· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAM N. SOKOL, JR., M.D., INC. — WILLIAM N. SOKOL, JR., M.D., INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008203159NAL0005967137001
WILLIAM N. SOKOL, JR., M.D., INC.
Form 5500-SF
FILING_RECEIVED
WILLIAM N. SOKOL, JR., M.D., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
2
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
WILLIAM N. SOKOL, JR., M.D., INC.
.
Find decision makers
Plan sponsor
Name
WILLIAM N. SOKOL, JR., M.D., INC.
EIN
95-3051118
Address
400 NEWPORT CENTER DRIVE, SUITE 406 · NEWPORT BEACH, CA · 92660
Phone
(949) 645-3374
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
RUTH G. TOPACIO, M.D., INC.
RUTH G. TOPACIO, M.D., INC. DEFINED BENEFIT PENSION PLAN
$6.0M · 4 participants
HAMILTON HEALTH CENTER
401(K) EMPLOYEE BENEFIT PLAN OF HAMILTON HEALTH CENTER
$6.0M · 209 participants
VASCULAR CENTER OF ORLANDO, P.A.
VVC PROFIT SHARING PLAN
$6.0M · 44 participants
FORE RIVER UROLOGY LLC
FORE RIVER UROLOGY 401(K) AND PROFIT SHARING PLAN
$6.0M · 23 participants
EASTERN SHORE ENT CLINIC, PC
EASTERN SHORE ENT CLINIC, PC PROFIT SHARING 401(K) PLAN AND TRUST
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
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.
$6.0M · 21 participants
S B JANI M.D. P.C., INC.
S B JANI M.D. P.C., INC. 401(K) PROFIT SHARING PLAN
$6.0M · 2 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
