Original filing (PDF)20251003171533NAL0001627297001

JOHN D. KAUFMAN, M.D., INC.

Name: JOHN D. KAUFMAN, M.D., INC. — JOHN D. KAUFMAN M.D. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN D. KAUFMAN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JOHN D. KAUFMAN M.D. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 JOHN D. KAUFMAN, M.D., INC..

Plan sponsor

Name

JOHN D. KAUFMAN, M.D., INC.

EIN

95-4289413

Address

P.O. BOX 55067 · VALENCIA, CA · 91385

Phone

(661) 259-3412

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

ALBRACHT ORTHOPEDIC SURGERY, PLLC

ALBRACHT ORTHOPEDIC SURGERY, PLLC 401(K) PLAN

$2.5M · 8 participants

MICHAEL S. BECKENSTEIN, M.D., LLC

MICHAEL S. BECKENSTEIN, M.D. 401(K) PROFIT SHARING PLAN

$2.5M · 10 participants

UROLOGICAL SURGEONS OF WASHINGTON, CHARTERED

UROLOGICAL SURGEONS OF WASHINGTON, CHARTERED 401K PROFIT SHARING PLAN

$2.5M · 10 participants

MISSISSIPPI DERMATOLOGY ASSOCIATES, PLLC

MISSISSIPPI DERMATOLOGY ASSOCIATES, PLLC 401(K) PLAN

$2.5M · 21 participants