Original filing (PDF)20231010185349NAL0038579840001

JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.

Name: JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC. — JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC..

Plan sponsor

Name

JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.

EIN

95-3221617

Address

9339 GENESEE AVENUE, P39 · SAN DIEGO, CA · 92121

Phone

(858) 455-7557

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

1B · Flat-dollar DB formula

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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