How big is Ronald D. Sager, MD, Inc.'s plan?

Ronald D. Sager, MD, Inc.'s plan reported $1.8M in assets and 1 participants for 2023.

Original filing (PDF)20241015184814NAL0049413152001

Ronald D. Sager, MD, Inc.

Name: Ronald D. Sager, MD, Inc. — Ronald D. Sager, MD, Form 5500 (2023)
Creator: Ronald D. Sager, MD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald D. Sager, MD, Inc. Defined Benefit Plan

401(k) retirement plan · Ronald D. Sager, MD, Inc.'s Ronald D. Sager, MD, Inc. Defined Benefit Plan held $1.8M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Ronald D. Sager, MD, Inc.'s EIN is 95-2666512.

EIN 95-2666512

Plan number 003

Plan year 2023

ACK ID 20241015184814NAL0049413152001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ronald D. Sager, MD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ronald D. Sager, MD, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RONALD D. SAGER, MD, INC.

EIN

all filings

Address

4505 VIRGENES RD. STE., 202 · CALABASAS, CA · 91302

Phone

(818) 937-0893

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator