Original filing (PDF)20250708170215NAL0002836179001

MICHELLE L. YU, M.D., A PROFESSIONAL CORPORATION

Name: MICHELLE L. YU, M.D., A PROFESSIONAL CORPORATION — MICHELLE L. YU, M.D., A PROF. CORP. 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MICHELLE L. YU, M.D., A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

MICHELLE L. YU, M.D., A PROF. CORP. 401(K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHELLE L. YU, M.D., A PROFESSIONAL CORPORATION.

Plan sponsor

Name

MICHELLE L. YU, M.D., A PROFESSIONAL CORPORATION

EIN

95-4794279

Address

223 N. GARFIELD AVENUE, SUITE 205 · MONTEREY PARK, CA · 91754

Phone

(626) 307-9000

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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