Original filing (PDF)20250429123154NAL0001039314001

JAMES Y. SOONG, M.D., A PROFESSIONAL CORPORATION

Name: JAMES Y. SOONG, M.D., A PROFESSIONAL CORPORATION — JAMES Y. SOONG, M.D. , APC PROFIT-SHARING PLAN, Form 5500 (2023)
Creator: JAMES Y. SOONG, M.D., A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

JAMES Y. SOONG, M.D. , APC PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

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 JAMES Y. SOONG, M.D., A PROFESSIONAL CORPORATION.

Plan sponsor

Name

JAMES Y. SOONG, M.D., A PROFESSIONAL CORPORATION

EIN

94-2689682

Address

909 HYDE STREET, SUITE 234 · SAN FRANCISCO, CA · 94109

Phone

(415) 771-3040

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Pension benefit codes

2E · Profit-sharing

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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