Original filing (PDF)20250826171045NAL0015492784001

REBECCA BICHVAN PHAN, M.D.

Name: REBECCA BICHVAN PHAN, M.D. — REBECCA BICHVAN PHAN, M.D. RETIREMENT PLAN, Form 5500 (2024)
Creator: REBECCA BICHVAN PHAN, M.D.

Form 5500-SF

FILING_RECEIVED

REBECCA BICHVAN PHAN, M.D. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

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 REBECCA BICHVAN PHAN, M.D..

Plan sponsor

Name

REBECCA BICHVAN PHAN, M.D.

EIN

77-0308897

Address

200 JOSE FIGUERES AVE., SUITE 370 · SAN JOSE, CA · 95116

Phone

(408) 929-9211

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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