· 2022–2024 · DOL EFAST2

STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC., A PROFESSIONAL CORPORATIO — STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251011050919NAL0008350001001

STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC., A PROFESSIONAL CORPORATIO

Form 5500-SF

FILING_RECEIVED

STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC., A PROFESSIONAL CORPORATIO.

Plan sponsor

Name

STEVE YOELIN, M.D. MEDICAL ASSOCIATES, INC., A PROFESSIONAL CORPORATIO

EIN

26-4481304

Address

9191 LOMA STREET · VILLA PARK, CA · 92861

Phone

(714) 925-0853

Industry

Health Care & Social Assistancesee all

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

2025-10-11

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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