CRAIG G. BURKHART, M.D., INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score
87
/ 100
Grade A
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
100
Total plan cost
n/a
Plan health
54
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAIG G. BURKHART, M.D., INC..
Plan sponsor
Name
CRAIG G. BURKHART, M.D., INC.
EIN
34-1364481
Address
5600 MONROE STREET, SUITE 106B · SYLVANIA, OH · 43560
Phone
(419) 885-3403
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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.
