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Original filing (PDF)20251009102230NAL0006819121001
OTTO E. STALLWORTH, M.D., A SOLE PROPRIETORSHIP
Form 5500-SF
FILING_RECEIVED
OTTO E. STALLWORTH, M.D., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTTO E. STALLWORTH, M.D., A SOLE PROPRIETORSHIP.
Plan sponsor
Name
OTTO E. STALLWORTH, M.D., A SOLE PROPRIETORSHIP
EIN
95-4270110
Address
13157 MINDANAO WAY #492 · MARINA DEL RAY, CA · 90292
Phone
(310) 645-6886
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2D · Offset of another plan
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
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