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Original filing (PDF)20240423133238NAL0001964672001
TIMOTHY L. POHLMAN, D.D.S.
Form 5500-SF
FILING_RECEIVED
TIMOTHY L. POHLMAN, D.D.S. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
10
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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 TIMOTHY L. POHLMAN, D.D.S..
Plan sponsor
Name
TIMOTHY L. POHLMAN, D.D.S.
EIN
31-0864269
Address
2761 ERIE AVENUE · CINCINNATI, OH · 45208
Phone
(513) 871-2989
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2A · Age/service weighted or new comparability
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
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