Original filing (PDF)20250415131430NAL0001501507001

B. DON AHN, M.D., INC.

Name: B. DON AHN, M.D., INC. — B. DON AHN, M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: B. DON AHN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

B. DON AHN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 B. DON AHN, M.D., INC..

Plan sponsor

Name

B. DON AHN, M.D., INC.

EIN

33-0211827

Address

1382 EAST FOOTHILL BOULEVARD · UPLAND, CA · 917864014

Phone

(909) 982-6500

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-15

Pension benefit codes

1A · Pay-related DB formula

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

3H · Sponsor in controlled / affiliated group

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

LIMESTONE ANESTHESIA ASSOCIATES, P.C.

LIMESTONE ANESTHESIA ASSOCIATES PC RETIREMENT PLAN

$1.6M · 3 participants

SHALINI GUPTA MD PC

SHALINI GUPTA MD PC PROFIT SHARING PLAN

$1.6M · 3 participants

DR. AMBI PHYSICIAN, PC

AMBI PHYSICIAN PC 401(K) PLAN

$1.6M · 2 participants

KHIEM NGUYEN MD CARDIOLOGY ASSOCIATES

KHIEM NGUYEN MD CARDIOLOGY ASSOCIATES 401(K) PLAN

$1.6M · 7 participants

IHAB SOLIMAN, MD, INC.

IHAB SOLIMAN, MD, INC. PENSION PLAN