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LUCIA F YUMENA MD — LUCIA F YUMENA MD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013203848NAL0004041042001
LUCIA F YUMENA MD
Form 5500-SF
FILING_RECEIVED
LUCIA F YUMENA MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUCIA F YUMENA MD
.
Find decision makers
Plan sponsor
Name
LUCIA F YUMENA MD
EIN
94-3081359
Address
2557 MOWRY AVE STE 33 · FREMONT, CA · 945381614
Phone
(510) 745-8100
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
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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Helping the score
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