Original filing (PDF)20251009162031NAL0003758851001

SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP

Name: SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP — SHORR AND SMITH, M.D.'S EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

SHORR AND SMITH, M.D.'S EMPLOYEES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

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 SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP.

Plan sponsor

Name

SHORR AND SMITH, M.D.S, A CALIFORNIA PARTNERSHIP

EIN

95-4554284

Address

501 E. HARDY STREET · SUITE 210 · INGLEWOOD, CA · 903014093

Phone

(310) 673-4900

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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