Original filing (PDF)20250930142251NAL0013361456001

MELANIE HO ERB MD INC

Name: MELANIE HO ERB MD INC — MELANIE HO ERB MD INC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: MELANIE HO ERB MD INC

Form 5500-SF

FILING_RECEIVED

MELANIE HO ERB MD INC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 MELANIE HO ERB MD INC.

Plan sponsor

Name

MELANIE HO ERB MD INC

EIN

81-4103061

Address

16300 SAND CANYON AVE · SUITE 1007 · IRVINE, CA · 92618

Phone

(949) 727-0102

Industry

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

2025-09-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 Health Care & Social Assistance plans

DR. RAUL M. ARROYO ROSARIO, MD, CSP INSTITUTO UROLOGICO DE ARECIBO, IN

DR. RAUL M. ARROYO ROSARIO, M.D., C.S.P. RETIREMENT PLAN AND TRUST

$1.1M · 7 participants

GREENSPRING ENDODONTICS, LLC

GREENSPRING ENDODONTICS 401(K) PLAN

$1.1M · 5 participants

MORGAN COUNTY HEALTH COUNCIL, INC.

MORGAN COUNTY HEALTH COUNCIL, INC TAX DEFERRED ANNUITY PLAN

$1.1M · 41 participants

THE BEHAVIORAL CENTER OF MICHIGAN

THE BEHAVIORAL CENTER OF MICHIGAN 401(K) RETIREMENT PLAN

$1.1M · 213 participants