Original filing (PDF)20250615072308NAL0000151457001

JAMES S BARTUNEK MD PC

Name: JAMES S BARTUNEK MD PC — JAMES S BARTUNEK DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: JAMES S BARTUNEK MD PC

Form 5500-SF

FILING_RECEIVED

JAMES S BARTUNEK DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 S BARTUNEK MD PC.

Plan sponsor

Name

JAMES S BARTUNEK MD PC

EIN

38-3118483

Address

1460 WALTON BLVD STE 215 · ROCHESTER HILLS, MI · 483091779

Phone

(248) 651-7729

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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