How big is W. David Mello, M.D. Inc. a Professional Corporation's plan?

W. David Mello, M.D. Inc. a Professional Corporation's plan reported $3.0M in assets and 5 participants for 2023.

Original filing (PDF)20240607160011NAL0011177347001

W. David Mello, M.D. Inc. a Professional Corporation

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

Form 5500-SF

FILING_RECEIVED

W. David Mello, M.D. Profit Sharing Plan

Defined-contribution retirement plan · W. David Mello, M.D. Inc. a Professional Corporation's W. David Mello, M.D. Profit Sharing Plan held $3.0M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

W. David Mello, M.D. Inc. a Professional Corporation's EIN is 95-3877216.

EIN 95-3877216

Plan number 001

Plan year 2023

ACK ID 20240607160011NAL0011177347001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

W. David Mello, M.D. Inc. a Professional Corporation's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W. DAVID MELLO, M.D. INC. 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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION

DBA

1818 BERDUGO BLVD, SUITE 107

EIN

all filings

Address

1818 VERDUGO BLVD, #107 · GLENDALE, CA · 91208

Phone

(818) 790-0122

Industry