How big is James Apesos, M.D., Inc.'s plan?

James Apesos, M.D., Inc.'s plan reported $50K in assets and 5 participants for 2024.

Original filing (PDF)20250523155029NAL0003072723001

James Apesos, M.D., Inc.

Name: James Apesos, M.D., Inc. — James Apesos, M.D., Inc., Form 5500 (2024)
Creator: James Apesos, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Apesos, M.D., Inc. Profit Sharing Plan

401(k) retirement plan · James Apesos, M.D., Inc.'s James Apesos, M.D., Inc. Profit Sharing Plan held $50K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

Plan identifiers

James Apesos, M.D., Inc.'s EIN is 34-1853081.

EIN 34-1853081

Plan number 001

Plan year 2024

ACK ID 20250523155029NAL0003072723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Apesos, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Apesos, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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).

Plan sponsor

Name

JAMES APESOS, M.D., INC.

EIN

all filings

Address

5441 FAR HILLS AVE. · DAYTON, OH · 45429

Phone

(937) 435-0031

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator