Original filing (PDF)20241016005126NAL0060269234001

PATRICE S. PUNIM, D.M.D., INC.

Name: PATRICE S. PUNIM, D.M.D., INC. — PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: PATRICE S. PUNIM, D.M.D., INC.

Form 5500-SF

FILING_RECEIVED

PATRICE S. PUNIM, D.M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 PATRICE S. PUNIM, D.M.D., INC..

Plan sponsor

Name

PATRICE S. PUNIM, D.M.D., INC.

EIN

95-3873494

Address

7891 TALBERT AVENUE, SUITE 102 · HUNTINGTON BEACH, CA · 92648

Phone

(714) 842-4148

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-16

Pension benefit codes

1A · Pay-related 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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