Original filing (PDF)20250520130127NAL0001229057001

JAMES D. KASTEN M.D., INC.

Name: JAMES D. KASTEN M.D., INC. — JAMES D. KASTEN M.D., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAMES D. KASTEN M.D., INC.

Form 5500-SF

FILING_RECEIVED

JAMES D. KASTEN M.D., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 JAMES D. KASTEN M.D., INC..

Plan sponsor

Name

JAMES D. KASTEN M.D., INC.

EIN

34-1565049

Address

278 BENEDICT AVENUE STE 500 · NORWALK, OH · 44857

Phone

(419) 668-2686

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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