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TIMOTHY A. PHAM, MD, A MEDICAL CORPORATION — TIMOTHY A. PHAM, MD PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240531233444NAL0024976864001
TIMOTHY A. PHAM, MD, A MEDICAL CORPORATION
Form 5500-SF
FILING_RECEIVED
TIMOTHY A. PHAM, MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TIMOTHY A. PHAM, MD, A MEDICAL CORPORATION
.
Find decision makers
Plan sponsor
Name
TIMOTHY A. PHAM, MD, A MEDICAL CORPORATION
EIN
95-4798243
Address
301 WEST HUNTINGTON DRIVE · SUITE 212 · ARCADIA, CA · 910071534
Phone
(626) 461-0360
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
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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.
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