Original filing (PDF)20241015111821NAL0028177585001

MEI HOLDING LLC

Name: MEI HOLDING LLC — DAVID M. KAO MD PC DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: MEI HOLDING LLC

Form 5500-SF

FILING_RECEIVED

DAVID M. KAO MD PC DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 MEI HOLDING LLC.

Plan sponsor

Name

MEI HOLDING LLC

EIN

26-2317510

Address

1123 BERKELEY STREET · SANTA MONICA, CA · 90403

Phone

(503) 691-1122

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

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

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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