Original filing (PDF)20250523155029NAL0003072723001

JAMES APESOS, M.D., INC.

Name: JAMES APESOS, M.D., INC. — JAMES APESOS, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES APESOS, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JAMES APESOS, M.D., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES APESOS, M.D., INC..

Plan sponsor

Name

JAMES APESOS, M.D., INC.

EIN

34-1853081

Address

5441 FAR HILLS AVE. · DAYTON, OH · 45429

Phone

(937) 435-0031

Industry