Original filing (PDF)20240425125633NAL0006063296001

IMMI SONG, DDS

Name: IMMI SONG, DDS — IMMI SONG, DDS DEFINED BENEFIT PLAN & TRUST, Form 5500 (2023)
Creator: IMMI SONG, DDS

Form 5500-SF

FILING_RECEIVED

IMMI SONG, DDS DEFINED BENEFIT PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMMI SONG, DDS.

Plan sponsor

Name

IMMI SONG, DDS

EIN

20-3030608all filings

Address

1301 SOLANO AVENUE, SUITE 101 · ALBANY, CA · 94706

Phone

(510) 528-2220

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2024-04-25

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

1A · Pay-related DB formula

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 Dentists plans

RICHARD E. BOYD, D.M.D, M.S., P.A.

RICHARD E. BOYD, D.M.D, M.S., P.A. PROFIT SHARING PLAN

MICHELLE D. BEDELL, DMD, PC

MICHELLE D. BEDELL, DMD, PC 401(K) PLAN

MIDLANDS ENDODONTICS, P.A.

MIDLANDS ENDODONTICS, P.A. 401(K) PROFIT SHARING PLAN

BRUCE E. CARTER DMD, PC

BRUCE E. CARTER DMD, PC 401K PLAN

DOCTORS GREGORY R COX & SHERRI WILKERSON-COX PC

COX FAMILY DENTISTRY & ORTHODONTICS 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.