Original filing (PDF)20230522071319NAL0016243778001

KATHLEEN A. ALTER, M.D.

Name: KATHLEEN A. ALTER, M.D. — KATHLEEN A. ALTER, M.D. 401(K) PLAN, Form 5500 (2022)
Creator: KATHLEEN A. ALTER, M.D.

Form 5500-SF

FILING_RECEIVED

KATHLEEN A. ALTER, M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KATHLEEN A. ALTER, M.D.

EIN

31-1265807

Address

8420 BECKETT PARK DRIVE · SUITE A · WEST CHESTER, OH · 45069

Phone

(513) 860-2888

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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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