Original filing (PDF)20250707153611NAL0002076115001

GREGORY W. SCHMIDT, M.D., L.L.C.

Name: GREGORY W. SCHMIDT, M.D., L.L.C. — GREGORY W. SCHMIDT, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN (001), Form 5500 (2024)
Creator: GREGORY W. SCHMIDT, M.D., L.L.C.

Form 5500-SF

FILING_RECEIVED

GREGORY W. SCHMIDT, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN (001)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 GREGORY W. SCHMIDT, M.D., L.L.C..

Plan sponsor

Name

GREGORY W. SCHMIDT, M.D., L.L.C.

EIN

42-1752204

Address

1380 LUSITANA ST STE 604 · HONOLULU, HI · 968132412

Phone

(808) 523-2020

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

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

TEXAS MINIMALLY INVASIVE SURGERY CENTER, P.A.

TEXAS MINIMALLY INVASIVE SURGERY CENTER. P.A. PENSION PLAN

$2.2M · 3 participants

AFROUZ GERAYLI, M.D., INC.

AFROUZ GERAYLI, M.D., INC. CASH BALANCE PENSION PLAN

$2.2M · 6 participants

NORWICH ENDOCRINOLOGY, LLC

NORWICH ENDOCRINOLOGY, LLC RETIREMENT PLAN

$2.2M · 2 participants

JOHN M. NOWINS, M.D., LTD.

JOHN M. NOWINS, M.D., LTD. PROFIT SHARING PLAN & TRUST

$2.2M · 4 participants

GARY M KRAMER MD PA