Original filing (PDF)20260113074508NAL0015619472001

AMISH OZA, M.D.

Name: AMISH OZA, M.D. — AMISH OZA, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMISH OZA, M.D.

Form 5500-SF

FILING_RECEIVED

AMISH OZA, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMISH OZA, M.D..

Plan sponsor

Name

AMISH OZA, M.D.

EIN

31-1254539all filings

Address

1728 MARION-WALDO ROAD · MARION, OH · 43302

Phone

(740) 389-2297

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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