How big is Ronald KASS' plan?

Ronald KASS' plan reported $1.7M in assets and 23 participants for 2024.

Original filing (PDF)20251013171657NAL0003803362001

Ronald KASS

Name: Ronald KASS — Ronald A. KASS, M.D., Inc. Cash, Form 5500 (2024)
Creator: Ronald KASS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald A. KASS, M.D., Inc. Cash Balance Plan

Defined-benefit pension plan · Ronald KASS' Ronald A. KASS, M.D., Inc. Cash Balance Plan held $1.7M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Ronald KASS signed Ronald KASS' 2024 Form 5500 as plan administrator.

Ronald KASS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ronald KASS' EIN is 68-0109844.

EIN 68-0109844

Plan number 003

Plan year 2024

ACK ID 20251013171657NAL0003803362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ronald KASS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ronald KASS' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RONALD KASS.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RONALD KASS

EIN

all filings

Address

1801 EAST MARCH LANE SUITE C300 · STOCKTON · STOCKTON, CA · 95210

Phone

(209) 464-6422

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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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