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Original filing (PDF)20251011080103NAL0019649650001

DONALDSON PLASTIC SURGERY, LLC

Form 5500-SF
FILING_RECEIVED
DONALDSON PLASTIC SURGERY, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
40
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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 DONALDSON PLASTIC SURGERY, LLC.
Plan sponsor
Name
DONALDSON PLASTIC SURGERY, LLC
EIN
26-2414897
Address
92 NORTH HIGH STREET, SUITE 260 · DUBLIN, OH · 43017
Phone
(614) 241-4897
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
AMI BENEFIT PLAN ADMINISTRATORS, IN
EIN
34-1781113
City
YOUNGSTOWN, OH
Phone
(330) 406-9021
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2E · Profit-sharing
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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