Original filing (PDF)20250408073001NAL0029401840001

ROBERT SAMAAN MD INC

Name: ROBERT SAMAAN MD INC — ROBERT G. SAMAAN MD INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT SAMAAN MD INC

Form 5500-SF

FILING_RECEIVED

ROBERT G. SAMAAN MD INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT SAMAAN MD INC.

Plan sponsor

Name

ROBERT SAMAAN MD INC

EIN

20-0962883

Address

3050 MACK ROAD · SUITE 305 · FAIRFIELD, OH · 45014

Phone

(513) 682-7273

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

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

SUSAN ORHAN, M.D., P.C.

SUSAN ORHAN, M.D., P.C. 401(K) AND PROFIT SHARING PLAN

$4.1M · 17 participants

AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS, INC.

AACE 401(K)/PROFIT SHARING PLAN

$4.1M · 41 participants

CENTER FOR SPINE AND PAIN MEDICI

CSPM 401(K) PLAN

$4.1M · 19 participants

AUNG TUN, M.D., P.A.

AUNG TUN, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST

$4.1M · 26 participants

HILLEMANN & KIRWAN MDS PC

HILLEMANN & KIRWAN 401(K) PLAN