Original filing (PDF)20251014224101NAL0001866339001

BURGESS PEDIATRICS, INC.

Name: BURGESS PEDIATRICS, INC. — BURGESS PEDIATRICS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: BURGESS PEDIATRICS, INC.

Form 5500-SF

FILING_RECEIVED

BURGESS PEDIATRICS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BURGESS PEDIATRICS, INC..

Plan sponsor

Name

BURGESS PEDIATRICS, INC.

EIN

74-3223777

Address

401 BURGESS DRIVE · #C · MENLO PARK, CA · 94025

Phone

(650) 305-2039

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

2025-10-14

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

VIBRANT KIDS PEDIATRICS, LLC

VIBRANT KIDS PEDIATRICS 401(K) PLAN

$1.3M · 8 participants

PEDIATRIC CARDIOLOGY OF L.I., P.C.

PEDIATRIC CARDIOLOGY OF L.I., P.C. CASH BALANCE PLAN

$1.3M · 17 participants

CONTEMPORARY PLASTIC SURGERY P

CONTEMPORARY PLASTIC SURGERY P 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 20 participants

STEVEN PAUL WINKLER, M.D., P.C.

STEVEN PAUL WINKLER, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 4 participants

WYNDHURST FAMILY MEDICINE PC