How big is Joel D. Epstein, M.D., a Professional Corporation's plan?

Joel D. Epstein, M.D., a Professional Corporation's plan reported $147K in assets and 6 participants for 2023.

Original filing (PDF)20250616154022NAL0000526931001

Joel D. Epstein, M.D., a Professional Corporation

Name: Joel D. Epstein, M.D., a Professional Corporation — Form 5500 Plan 001 (2023)
Creator: Joel D. Epstein, M.D., a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel D. Epstein, M.D., a Professional Corporation Profit Sharing Plan

Defined-contribution retirement plan · Joel D. Epstein, M.D., a Professional Corporation's Joel D. Epstein, M.D., a Professional Corporation Profit Sharing Plan held $147K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan identifiers

Joel D. Epstein, M.D., a Professional Corporation's EIN is 95-3668715.

EIN 95-3668715

Plan number 001

Plan year 2023

ACK ID 20250616154022NAL0000526931001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joel D. Epstein, M.D., a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joel D. Epstein, M.D., a Professional Corporation's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION

EIN

all filings

Address

3650 EAST SOUTH STREET, SUITE 308 · LAKEWOOD, CA · 90712

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator