· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES M. PLATIS, JR., M.D., LTD. — COSMEDIC SKIN AND BODY CLINIC, LTD. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006200045NAL0007148208001
JAMES M. PLATIS, JR., M.D., LTD.
Form 5500-SF
FILING_RECEIVED
COSMEDIC SKIN AND BODY CLINIC, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
JAMES M. PLATIS, JR., M.D., LTD.
.
Find decision makers
Plan sponsor
Name
JAMES M. PLATIS, JR., M.D., LTD.
EIN
02-0578201
Address
210 E 86TH PLACE · MERRILLVILLE, IN · 46410
Phone
(312) 969-3333
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
MARTIN SCHLUSSELBERG, M.D. SOLE PROP
MARTIN SCHLUSSELBERG, M.D., SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN
$3.8M · 3 participants
DANIEL N. BLUM MD
DANIEL N. BLUM PROFIT SHARING PLAN
$3.8M · 3 participants
DAVID S.G. CHA, M.D., A SOLE PROPRIETOR
DAVID S.G. CHA, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN
$3.8M · 4 participants
EXCEL EYE CENTER
EXCEL EYE CENTER CASH BALANCE PLAN #2
$3.8M · 74 participants
KIDZCARE PEDIATRICS, PC
KIDZCARE PEDIATRICS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 200 participants
SU-YONG PAK, M.D., INC.
SU-YONG PAK, M.D., INC. DEFINED BENEFIT PENSION PLAN
$3.8M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants