Original filing (PDF)20250728151056NAL0000878467001

WEIHONG YAN OBGYN PC

Name: WEIHONG YAN OBGYN PC — WEIHONG YAN OBGYN PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: WEIHONG YAN OBGYN PC

Form 5500-SF

FILING_RECEIVED

WEIHONG YAN OBGYN PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 WEIHONG YAN OBGYN PC.

Plan sponsor

Name

WEIHONG YAN OBGYN PC

EIN

82-1817231

Address

21 NASAU ROAD · GREAT NECK, NY · 11021

Phone

(718) 397-1888

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

2025-07-28

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

V. SUSARLA, M.D., S.C.

V. SUSARLA, M.D., S.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

$1.5M · 7 participants

NORTH VALLEY SURGICAL ASSOCIATES, PC DBA ARIZONA PREFERRED SURGEONS

RETIREMENT INCOME SECURITY PLAN-ARIZONA PREFERRED SURGEONS

$1.5M · 10 participants

SHORES RHEUMATOLOGY, PC

SHORES RHEUMATOLOGY, PC CASH BALANCE PLAN

$1.5M · 12 participants

LYNDON A. SENAR, M.D., INC.

LYNDON A. SENAR, M.D., INC. 401(K) PLAN

$1.5M · 13 participants

COLON & DIGESTIVE HEALTH SPECIALISTS, LLC