Original filing (PDF)20230601132528NAL0041706994001

TIMOTHY L. JAMESON, D.O.

Name: TIMOTHY L. JAMESON, D.O. — TIMOTHY L. JAMESON D.O. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: TIMOTHY L. JAMESON, D.O.

Form 5500-SF

FILING_RECEIVED

TIMOTHY L. JAMESON D.O. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 TIMOTHY L. JAMESON, D.O..

Plan sponsor

Name

TIMOTHY L. JAMESON, D.O.

EIN

25-2685465

Address

8500 ALLENTOWN PIKE SUITE 1 · BLANDON, PA · 19510

Phone

(215) 926-3669

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-01

Pension benefit codes

3B · Covers self-employed individuals

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

2E · Profit-sharing

2F · ERISA section 404(c)

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

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