JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION — JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$147K
Net assets (EOY)
$147K
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
74
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).
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.
Plan sponsor
Name
JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION
EIN
95-3668715
Address
3650 EAST SOUTH STREET, SUITE 308 · LAKEWOOD, CA · 90712
Phone
—
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
