How big is SGV Law, APC's plan?

SGV Law, APC's plan reported $793K in assets and 6 participants for 2024.

Original filing (PDF)20250618193501NAL0004133296001

SGV Law, APC

Name: SGV Law, APC — SGV Law, APC Cash Balance Plan, Form 5500 (2024)
Creator: SGV Law, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SGV Law, APC Cash Balance Plan

Defined-benefit pension plan · SGV Law, APC's SGV Law, APC Cash Balance Plan held $793K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

Michael Yeung signed SGV Law, APC's 2024 Form 5500 as plan administrator.

Michael Yeung — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SGV Law, APC's EIN is 20-4040384.

EIN 20-4040384

Plan number 002

Plan year 2024

ACK ID 20250618193501NAL0004133296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SGV Law, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SGV Law, APC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SGV LAW, APC.

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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

100

Helping the score

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

Plan sponsor

Name

SGV LAW, APC

EIN

all filings

Address

2709 W. VALLEY BLVD. · ALHAMBRA, CA · 91007

Phone

(310) 748-8407

Industry

Law Offices· Professional & Technical Services

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

2025-06-18

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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