Original filing (PDF)20240607160011NAL0011177347001

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

Name: W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION — W. DAVID MELLO, M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

W. DAVID MELLO, M.D. PROFIT SHARING PLAN

Defined-contribution retirement 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 W. DAVID MELLO, M.D. INC. A PROFESSIONAL CORPORATION.

Plan sponsor

Name

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

DBA

1818 BERDUGO BLVD, SUITE 107

EIN

95-3877216

Address

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

Phone

(818) 790-0122

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

2023-01-01

Tax period

2023-12-31

Filed

2024-06-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Offices of Physicians plans

INNOVATIVE HEALTH MANAGEMENT PARTNER LLC

NOI PROFIT SHARING PLAN

$3.0M · 131 participants

ANGELO J NAZARENO MD

ANGELO J NAZARENO MD 401K PROFIT SHARING PLAN

$3.0M · 12 participants

CARDIAC ASSOCIATES, S.C.

CARDIAC ASSOCIATES,S.C. 401(K) PROFIT SHARING PLAN

$3.0M · 2 participants

TWIN TIER WOMEN'S HEALTH TEAM

TWIN TIER WOMENS HEALTH TEAM CASH BALANCE PENSION PLAN

$3.0M · 1 participants

UNIVERSAL MEDICAL SERVICE, LLC

UNIVERSAL MEDICAL SERVICES, LLC. 401(K) PROFIT SHARING PLAN