Original filing (PDF)20240731190200NAL0047968994005

EMORY C CHANG MD APC I401K PL

Name: EMORY C CHANG MD APC I401K PL — Form 5500 (2023)
Creator: EMORY C CHANG MD APC I401K PL

Form 5500-SF

FILING_RECEIVED

401(k) 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 EMORY C CHANG MD APC I401K PL.

Plan sponsor

Name

EMORY C CHANG MD APC I401K PL

EIN

26-0797619

Address

11321 DONOVAN RD · LOS ALAMITOS, CA · 90720

Phone

(626) 485-3372

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

EMORY C CHANG MD APC I401K PL

EIN

26-0797619

City

LOS ALAMITOS, CA

Phone

(626) 485-3372

Plan characteristics

Plan number

054

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

PRAWER MEDICAL GROUP

PRAWER MEDICAL GROUP 401(K) PROFIT SHARING PLAN

$1.3M · 14 participants

ACCESS ENDODONTICS, LLC

ACCESS ENDODONTICS, LLC 401(K) PLAN

$1.3M · 9 participants

MARIO R. ANZALDUA, M.D., P.A.

MARIO R. ANZALDUA, M.D., P.A. PROFIT SHARING PLAN

$1.3M · 37 participants

PABLO MORALES CARRASQUILLO

DR. PABLO MORALES CARRASQUILLO RETIREMENT PLAN

$1.3M · 1 participants

DR MONIKA GUPTA PA

DR MONIKA GUPTA PA 401(K) PROFIT SHARING PLAN & TRUST