Original filing (PDF)20231016140515NAL0025011443001

SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC.

Name: SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC. — SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC.

Form 5500-SF

FILING_RECEIVED

SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC..

Plan sponsor

Name

SOCAL SPINE AND ORTHOPEDIC ONCOLOGY, INC.

EIN

20-3601954

Address

17161 GOLDENWEST STREET, SUITE E · HUNTINGTON BEACH, CA · 92647

Phone

(949) 645-7746

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

1A · Pay-related DB formula

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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HONGBO LIU, M.D., P.A.