· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANTONIO V YU JR MD PC — ANTONIO V YU JR MD PC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725220200NAL0015918802002
ANTONIO V YU JR MD PC
Form 5500-SF
FILING_RECEIVED
ANTONIO V YU JR MD PC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
—
Accounts w/ balance
7
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
87
/ 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
ANTONIO V YU JR MD PC
.
Find decision makers
Plan sponsor
Name
ANTONIO V YU JR MD PC
EIN
02-0612154
Address
27636 N 83RD LANE · PEORIA, AZ · 85383
Phone
(623) 556-2252
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
Related plans
Similar-size Offices of Physicians plans
GREATER PEORIA OBSTETRIC & GYNECOLOGY CORP, S.C.
GREATER PEORIA OBSTETRIC & GYNECOLOGY CORP, S.C. 401(K) PROFIT SHARING PLAN
$2.4M · 4 participants
NORTHWEST ENT, ALLERGY AND SLEEP ASSOCIATES, LLC
NORTHWEST ENT, ALLERGY AND SLEEP ASSOCIATES, LLC 401(K) PLAN
$2.4M · 13 participants
HUNTERDON CARDIOVASCULAR ASSOCIATES, P.A.
HUNTERDON CARDIOVASCULAR ASSOCIATES, P.A. CASH BALANCE PLAN
$2.4M · 86 participants
BENILDA C. LUZ-LLENA M.D. INC.
BENILDA C. LUZ-LLENA M.D. INC. 401(K) PROFIT SHARING PLAN
$2.4M · 5 participants
90
Knocking points off
No active participants reported but plan still holds assets.
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.
DUNDEE FAMILY DENTISTRY, LLC
DUNDEE FAMILY DENTISTRY 401(K) PLAN
$2.4M · 8 participants
ALFREDO GARCIA, M.D., & LILIANA CACERES, M.D.
ALFREDO GARCIA, M.D., & LILIANA CACERES, M.D. 401(K) PROFIT SHARING PLAN
$2.4M · 13 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
