Back to filter
Original filing (PDF)20251022073815NAL0001428033001
DR. STEPHEN GOLLOMP
Form 5500-SF
FILING_RECEIVED
DR. STEPHEN GOLLOMP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. STEPHEN GOLLOMP.
Plan sponsor
Name
DR. STEPHEN GOLLOMP
EIN
23-2253771
Address
100 E. LANCASTER AVENUE · SUITE 161 · WYNNEWOOD, PA · 19096
Phone
(610) 642-5371
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-22
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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 providersRelated plans
Similar-size Offices of Physicians plans
MARYLAND MEDICAL FIRST, PA
MARYLAND MEDICAL FIRST, PA 401(K) PROFIT SHARING PLAN & TRU
$2.5M · 27 participants
BRIAN W. FORTUIN, MD, PA
BRIAN W. FORTUIN, MD-PA DEFINED BENEFIT PLAN AND TRUST
$2.5M · 2 participants
RETINA INSTITUTE, P.C.
RETINA INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN
$2.5M · 8 participants
JK INTERNAL MEDICINE & GERIATRICS, PC
JK INTERNAL MEDICINE 401K PLAN
$2.5M · 22 participants
ALEXANDER S. SINCLAIR M.D, INC.
ALEXANDER S. SINCLAIR M.D, INC. DEFINED BENEFIT PENSION PLAN
$2.5M · 2 participants
DAVID A. ALTAMIRA, M.D., P.A.
DAVID A. ALTAMIRA, M.D. PROFIT SHARING PLAN
$2.5M · 5 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B