Original filing (PDF)20251011161942NAL0014025504001

ROY GREENBERG M D

Name: ROY GREENBERG M D — ROY GREENBERG, M.D. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: ROY GREENBERG M D

Form 5500-SF

FILING_RECEIVED

ROY GREENBERG, M.D. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 10.8 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 10.8 months past the 10.5-month grace window.

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 ROY GREENBERG M D.

Plan sponsor

Name

ROY GREENBERG M D

EIN

26-1154304all filings

Address

1600 CREEKSIDE DR · SUITE 2100 · FOLSOM, CA · 956303444

Phone

(916) 983-8546

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-10-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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