Original filing (PDF)20231016110317NAL0038114801001

LEE C. WOODS, M.D., INC.

Name: LEE C. WOODS, M.D., INC. — LEE C. WOODS, M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: LEE C. WOODS, M.D., INC.

Form 5500-SF

FILING_RECEIVED

LEE C. WOODS, M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 LEE C. WOODS, M.D., INC..

Plan sponsor

Name

LEE C. WOODS, M.D., INC.

EIN

95-4161119

Address

13113 HADLEY STREET · WHITTIER, CA · 90601

Phone

(562) 907-7682

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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

ACCOMPANY HEALTH

ACCOMPANY HEALTH, INC. 401(K) PLAN

$2.5M · 233 participants

HOMETOWN PEDIATRIC CARE, PA

HOMETOWN PEDIATRIC CARE, PA PROFIT SHARING & 401(K) PLAN

$2.5M · 6 participants

LI OBESITY SURGERY

LI OBESITY SURGERY 401(K) PLAN

$2.5M · 4 participants

JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.

JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 4 participants

SOUTHEAST GEORGIA GASTROENTEROLOGY, P.C.