Original filing (PDF)20241015141832NAL0014817715001

YI ZHENG MD PC

Name: YI ZHENG MD PC — YI ZHENG MD PC CASH BALANCE PLAN, Form 5500 (2023)
Creator: YI ZHENG MD PC

Form 5500-SF

FILING_RECEIVED

YI ZHENG MD PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YI ZHENG MD PC.

Plan sponsor

Name

YI ZHENG MD PC

EIN

87-0870006all filings

Address

2121 YGNACIO VALLEY ROAD SUITE 105 · WALNUT CREEK, CA · 94597

Phone

(415) 828-7915

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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.R. VEERAPALLI M.D. P.C.

V.R. VEERAPALLI M.D. P.C. PROFIT SHARING PLAN

$721K · 15 participants

BASKO DERMATOLOGY, LLC

BASKO DERMATOLOGY, LLC 401(K) PROFIT SHARING PLAN

$721K · 8 participants

JUSTIN ROSS WASSERMAN, MD. PL

WASSERMAN MD 401(K) PLAN

$721K · 14 participants

DR. CYNTHIA D. PARKS, DDS, PLLC

DR. CYNTHIA D. PARKS, DDS, PLLC CASH BALANCE PENSION PLAN

$721K · 4 participants

TRI-COUNTY RHEUMATOLOGY

TRI-COUNTY RHEUMATOLOGY 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.