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DR. JAMES R. NICHOLSON — DR. JAMES R. NICHOLSON 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230705090320NAL0018234480001
DR. JAMES R. NICHOLSON
Form 5500-SF
FILING_RECEIVED
DR. JAMES R. NICHOLSON 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
DR. JAMES R. NICHOLSON
.
Find decision makers
Plan sponsor
Name
DR. JAMES R. NICHOLSON
EIN
35-1556331
Address
95 E. OAK STREET · ZIONSVILLE, IN · 46077
Phone
(317) 873-6927
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
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