Back to filter
Original filing (PDF)20241015195219NAL0051148224001
TIMOTHY S. JARVI, MD PC
Form 5500-SF
FILING_RECEIVED
SPECS 401 (K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
16
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMOTHY S. JARVI, MD PC.
Plan sponsor
Name
TIMOTHY S. JARVI, MD PC
EIN
38-3569181
Address
2325 SUMMIT PARK DR · PETOSKEY, MI · 497708774
Phone
(231) 348-3600
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
TIMOTHY S.JARVI, MD PC
EIN
38-3569181
City
PETOSKEY, MI
Phone
(231) 348-3600
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size Offices of Physicians plans
ADVANCED JOINT REPLACEMENT CENTER, LLC
ADVANCED JOINT REPLACEMENT CENTER DEFINED BENEFIT PLAN
$1.3M · 16 participants
STEPHEN D. HESS, M.D., P.C. DBA CENTER CITY DERMATOLOGY
CENTER CITY DERMATOLOGY 401(K) RETIREMENT PLAN
$1.3M · 12 participants
SIVA PRASAD MULLANGI MD A PROFESSIONAL MEDICAL C
SIVA PRASAD MULLANGI MD A PROFESSIONAL MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
$1.3M · 2 participants
HEART CLINIC OF HAMMOND
HEART CLINIC OF HAMMOND 401K PLAN
$1.3M · 34 participants
NJ SURGASSIST LLC
NJ SURGASSIST LLC 401K PROFIT SHARING PLAN AND TRUST
$1.3M · 2 participants
JANAKI KANUMILLI, MD, PC
JANAKI KANUMILLI, MD, PC 401(K) PLAN
$1.3M · 13 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants