Original filing (PDF)20250530082045NAL0015287152001

MIDWEST REGIONAL ALLERGY, ASTHMA, ARTHRITIS & OSTEOPOROSIS CENTER, P.C

Name: MIDWEST REGIONAL ALLERGY, ASTHMA, ARTHRITIS & OSTEOPOROSIS CENTER, P.C — MICHAEL E. JOSEPH, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MIDWEST REGIONAL ALLERGY, ASTHMA, ARTHRITIS & OSTEOPOROSIS CENTER, P.C

Form 5500-SF

FILING_RECEIVED

MICHAEL E. JOSEPH, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 MIDWEST REGIONAL ALLERGY, ASTHMA, ARTHRITIS & OSTEOPOROSIS CENTER, P.C.

Plan sponsor

Name

MIDWEST REGIONAL ALLERGY, ASTHMA, ARTHRITIS & OSTEOPOROSIS CENTER, P.C

EIN

45-4901181

Address

1027 S. MAIN STREET · SUITE 202 · JOPLIN, MO · 64801

Phone

(417) 624-0050

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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