How big is David Green, PH.D. & Louise Green, PH.D., APC's plan?

David Green, PH.D. & Louise Green, PH.D., APC's plan reported $586K in assets and 2 participants for 2024.

Original filing (PDF)20251120160744NAL0003023027001

David Green, PH.D. & Louise Green, PH.D., APC

Name: David Green, PH.D. & Louise Green, PH.D., APC — Form 5500 Plan 002 (2024)
Creator: David Green, PH.D. & Louise Green, PH.D., APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Green, PH.D. & Louise Green, PH.D., APC Money Purchase Pension Plan

Defined-contribution retirement plan · David Green, PH.D. & Louise Green, PH.D., APC's David Green, PH.D. & Louise Green, PH.D., APC Money Purchase Pension Plan held $586K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

Plan identifiers

David Green, PH.D. & Louise Green, PH.D., APC's EIN is 95-3162364.

EIN 95-3162364

Plan number 002

Plan year 2024

ACK ID 20251120160744NAL0003023027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Green, PH.D. & Louise Green, PH.D., APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Green, PH.D. & Louise Green, PH.D., APC's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

DAVID GREEN, PH.D. & LOUISE GREEN, PH.D., APC

EIN

all filings

Address

5333 MISSION CENTER ROAD, SUITE 354 · SAN DIEGO, CA · 92108

Phone

(619) 281-0616

Industry

Health Care & Social Assistance

Plan administrator