Original filing (PDF)20250613131345NAL0017585425001

SHAHRAM DANESHGAR MD

Name: SHAHRAM DANESHGAR MD — SHAHRAM DANESHGAR MD 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SHAHRAM DANESHGAR MD

Form 5500-SF

FILING_RECEIVED

SHAHRAM DANESHGAR MD 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SHAHRAM DANESHGAR MD.

Plan sponsor

Name

SHAHRAM DANESHGAR MD

EIN

95-4385235

Address

2230 LYNN ROAD SUITE 300 · THOUSAND OAKS, CA · 91360

Phone

(805) 490-2363

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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