How big is David SHEK M.D., Inc.'s plan?

David SHEK M.D., Inc.'s plan reported $10.8M in assets and 4 participants for 2025.

Original filing (PDF)20260513140728NAL0007557585001

David SHEK M.D., Inc.

Name: David SHEK M.D., Inc. — David SHEK M.D., Inc. 401(k), Form 5500 (2025)
Creator: David SHEK M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David SHEK M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · David SHEK M.D., Inc.'s David SHEK M.D., Inc. 401(k) Profit Sharing Plan held $10.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan identifiers

David SHEK M.D., Inc.'s EIN is 95-3199215.

EIN 95-3199215

Plan number 004

Plan year 2025

ACK ID 20260513140728NAL0007557585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David SHEK M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David SHEK M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DAVID SHEK M.D., INC.

EIN

all filings

Address

1401 SOUTH ANAHEIM BLVD. · ANAHEIM, CA · 92805

Phone

(714) 772-9800

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator