STEVEN SAWELSON M.D., ASP CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$538K
Net assets (EOY)
$538K
Plan health score
100
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN SAWELSON, M.D., A SOLE PROPRIETOR.
Plan sponsor
Name
STEVEN SAWELSON, M.D., A SOLE PROPRIETOR
EIN
03-0542045
Address
64 SILVER SADDLE LANE · ROLLING HILLS ESTATES, CA · 90274
Phone
(310) 542-7997
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
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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.
