Original filing (PDF)20250522135728NAL0002731089001

VITTORIO M. MORREALE, M.D., PLC

Name: VITTORIO M. MORREALE, M.D., PLC — VITTORIO M. MORREALE, M.D., PLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: VITTORIO M. MORREALE, M.D., PLC

Form 5500-SF

FILING_RECEIVED

VITTORIO M. MORREALE, M.D., PLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 VITTORIO M. MORREALE, M.D., PLC.

Plan sponsor

Name

VITTORIO M. MORREALE, M.D., PLC

EIN

38-3553865

Address

50505 SCHOENHERR, SUITE 200 · SHELBY TOWNSHIP, MI · 48315

Phone

(586) 803-1220

Industry

Offices of Physicians· 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

2025-05-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Welfare benefit codes

4B · Life Insurance

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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