Original filing (PDF)20251012194338NAL0001094192001

MICHAEL J. YOO MD, INC.

Name: MICHAEL J. YOO MD, INC. — MICHAEL J. YOO MD, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MICHAEL J. YOO MD, INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. YOO MD, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

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 MICHAEL J. YOO MD, INC..

Plan sponsor

Name

MICHAEL J. YOO MD, INC.

EIN

47-2919801

Address

209 CORTE TIERRA CIELO · SAN CLEMENTE, CA · 92673

Phone

(631) 384-6308

Industry

Offices of Physicians· 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

2025-10-12

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

Related plans

Similar-size Offices of Physicians plans

MARSHALL LIFESTYLE MEDICINE PSC

MARSHALL LIFESTYLE MEDICINE 401K PLAN

$671K · 18 participants

QUYNH QUEEN NGUYEN, D.O., INC.

QUYNH QUEEN NGUYEN, D.O., INC. RETIREMENT PLAN & TRUST

$671K · 7 participants

COLUMBIA DERMATOLOGY

COLUMBIA DERMATOLOGY 401(K) PLAN

$671K · 12 participants

ALLERGY AND ASTHMA MANAGEMENT, INC.

ALLERGY AND ASTHMA MANAGEMENT INC. 401(K) PLAN

$671K

DAVID AUGUST M.D. LLC

DAVID AUGUST M.D. LLC 401(K) PLAN