Original filing (PDF)20251008071013NAL0003090691001

MARK JAMES LOBITZ, DO, CMD, PC

Name: MARK JAMES LOBITZ, DO, CMD, PC — MARK JAMES LOBITZ, DO, CMD, PC RETIREMENT PLAN, Form 5500 (2024)
Creator: MARK JAMES LOBITZ, DO, CMD, PC

Form 5500-SF

FILING_RECEIVED

MARK JAMES LOBITZ, DO, CMD, PC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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 MARK JAMES LOBITZ, DO, CMD, PC.

Plan sponsor

Name

MARK JAMES LOBITZ, DO, CMD, PC

EIN

23-3058633

Address

420 WEST 23RD STREET · HAZELTON, PA · 18202

Phone

(570) 455-6000

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Offices of Physicians plans

ADVANCED DERMATOLOGY & DERMATOLOGIC SURGERY, INC.

ADVANCED DERMATOLOGY & DERMATOLOGIC SURGERY, INC. PROFIT SHARING PLAN

$6.4M · 5 participants

COLORADO CARDIOVASCULAR SURGICAL ASSOCIATES, INC.

COLORADO CARDIOVASCULAR SURGICAL ASSOCIATES, INC. PROFIT SHARING PLAN

$6.4M · 12 participants

RADIOLOGY CONSULTANTS OF MAINE

RADIOLOGY CONSULTANTS OF MAINE 401(K) PROFIT SHARING PLAN

$6.4M · 5 participants

GAYTON HEALTH CENTRE, P.C. DBA EYESIGHT ASSOCIATES

EYESIGHT ASSOCIATES 401(K) PROFIT SHARING PLAN

$6.4M · 128 participants