Original filing (PDF)20241228184913NAL0009249779001

SHELBY K. SAMUEL

Name: SHELBY K. SAMUEL — SHELBY K. SAMUEL CASH BALANCE PLAN, Form 5500 (2023)
Creator: SHELBY K. SAMUEL

Form 5500-SF

FILING_RECEIVED

SHELBY K. SAMUEL CASH BALANCE PLAN

Defined-benefit pension 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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 SHELBY K. SAMUEL.

Plan sponsor

Name

SHELBY K. SAMUEL

EIN

32-0060588all filings

Address

200 BROOKLYN AVENUE · BROOKLYN, NY · 11213

Phone

(718) 498-7888

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-09

Filed

2024-12-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CRUTCHFIELD DERMATOLOGY, P.A.

CRUTCHFIELD DERMATOLOGY, P.A. 401(K) PLAN

MID-AMERICA EYE CENTER, P.A.

MID-AMERICA EYE CENTER, P.A. EMPLOYEES' PROFIT SHARING PLAN

ROBERT A. SWEET, M.D., P.A.

ROBERT A. SWEET, M.D., P.A. 401(K) RETIREMENT PLAN

BRIAN WILLOUGHBY, MD PC

EMPLOYEE PROFIT-SHARING PLAN OF BRIAN WILLOUGHBY, MD PC

DERMATOLOGY & AESTHETIC CARE, LLC

DERMATOLOGY & AESTHETIC CARE, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.