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RONALD D. SAGER, MD, INC. — RONALD D. SAGER, MD, INC. DEFINED BENEFIT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241015184814NAL0049413152001
RONALD D. SAGER, MD, INC.
Form 5500-SF
FILING_RECEIVED
RONALD D. SAGER, MD, INC. DEFINED BENEFIT PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
RONALD D. SAGER, MD, INC.
.
Find decision makers
Plan sponsor
Name
RONALD D. SAGER, MD, INC.
EIN
95-2666512
Address
4505 VIRGENES RD. STE., 202 · CALABASAS, CA · 91302
Phone
(818) 937-0893
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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