Original filing (PDF)20241008175741NAL0029421728001

CHARLENE SONG, M.D.

Name: CHARLENE SONG, M.D. — CHARLENE SONG, M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHARLENE SONG, M.D.

Form 5500-SF

FILING_RECEIVED

CHARLENE SONG, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 CHARLENE SONG, M.D..

Plan sponsor

Name

CHARLENE SONG, M.D.

EIN

20-4008779

Address

520 S. VIRGIL AVE., STE. 203 · LOS ANGELES, CA · 90020

Phone

(213) 386-1004

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

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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