Original filing (PDF)20250326112037NAL0026488800001

FOND DU LAC PSYCHIATRY

Name: FOND DU LAC PSYCHIATRY — JEFFREY T. JUNIG SOLO ROTH 401K PLAN, Form 5500 (2024)
Creator: FOND DU LAC PSYCHIATRY

Form 5500-SF

FILING_RECEIVED

JEFFREY T. JUNIG SOLO ROTH 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 FOND DU LAC PSYCHIATRY.

Plan sponsor

Name

FOND DU LAC PSYCHIATRY

EIN

20-4246387

Address

1020 SOUTH MAIN STREET SUITE A · FOND DU LAC, WI · 54935

Phone

(920) 923-9054

Industry

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

2025-03-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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