Original filing (PDF)20250719183458NAL0005160162001

S. Y. THOMAS SONG, M.D., INC.

Name: S. Y. THOMAS SONG, M.D., INC. — S. Y. THOMAS SONG, M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: S. Y. THOMAS SONG, M.D., INC.

Form 5500-SF

FILING_RECEIVED

S. Y. THOMAS SONG, M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S. Y. THOMAS SONG, M.D., INC..

Plan sponsor

Name

S. Y. THOMAS SONG, M.D., INC.

EIN

95-3302834

Address

2542 CALLE DEL ORO · LA JOLLA, CA · 92037

Phone

(619) 772-0166

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-19

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

WINDY CITY HEALTH PARTNERS PLLC

WINDY CITY HEALTH PARTNERS PLLC PROFIT SHARING 401K PLAN

$2.1M · 5 participants

ADIRONDACK DERMATOLOGY, P.C.

ADIRONDACK DERMATOLOGY, P.C. 401(K) PLAN AND TRUST

$2.1M · 3 participants

WEST TEXAS COSMETIC SURGICAL ASSOCIATES, P.A.

WEST TEXAS COSMETIC SURGICAL ASSOCIATES, P.A. EMPLOYEES SAVINGS TRUST

$2.1M · 23 participants

SALEEM SAIYAD LLC

SALEEM SAIYAD LLC DEFINED BENEFIT PLAN

$2.1M · 1 participants

HORIZON MULTICARE GROUP, INC.