· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHEN D. HELPER, MD — STEPHEN D. HELPER, MD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715091712NAL0001881889001
STEPHEN D. HELPER, MD
Form 5500-SF
FILING_RECEIVED
STEPHEN D. HELPER, MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHEN D. HELPER, MD
.
Find decision makers
Plan sponsor
Name
STEPHEN D. HELPER, MD
EIN
34-1598210
Address
29001 CEDAR ROAD, #519 · LYNDHURST, OH · 44139
Phone
(440) 449-6291
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
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
Related plans
Similar-size Offices of Physicians plans
CARDIOVASCULAR CLINIC INC
CARDIOVASCULAR CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 10 participants
COMPREHENSIVE SPINE AND PAIN PHYSICIANS
COMPREHENSIVE PAIN PHYSICIANS 401(K) PLAN
$1.6M · 30 participants
SOUTHWEST NEURO-IMAGING LTD
SOUTHWEST NEURO-IMAGING, LTD CASH BALANCE PENSION PLAN AND TRUST
$1.6M · 5 participants
FORTY-THIRD MEDICAL ASSOCIATES
FORTY-THIRD MEDICAL ASSOCIATES 401(K) PLAN AND TRUST
$1.6M · 15 participants
CLAYTON L. MOLIVER, M.D., P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CLAYTON L. MOLIVER, M.D., P.A. PROFIT SHARING PLAN
$1.6M · 8 participants
CAROLINA BAUN, M.D.
CAROLINA BAUN, M.D. PROFIT-SHARING PLAN
$1.6M · 1 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
