Original filing (PDF)20230630183948NAL0009395617001

SAMUEL C. DOCENA, M. D. INC.

Name: SAMUEL C. DOCENA, M. D. INC. — SAMUEL C. DOCENA, M. D. INC. PROFIT SHARING PENSION PLAN, Form 5500 (2022)
Creator: SAMUEL C. DOCENA, M. D. INC.

Form 5500-SF

FILING_RECEIVED

SAMUEL C. DOCENA, M. D. INC. PROFIT SHARING PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 SAMUEL C. DOCENA, M. D. INC..

Plan sponsor

Name

SAMUEL C. DOCENA, M. D. INC.

EIN

31-1645869

Address

1244 NILES ROAD #10 · FAIRFIELD, OH · 45014

Phone

(513) 858-6110

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-30

Pension benefit codes

2E · Profit-sharing

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 providers

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