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CYNTHIA M POULOS MD LLC — CYNTHIA M POULOS MD LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230719120103NAL0002231889001
CYNTHIA M POULOS MD LLC
Form 5500-SF
FILING_RECEIVED
CYNTHIA M POULOS MD LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$820K
Net assets (EOY)
$820K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CYNTHIA M POULOS MD LLC
.
Find decision makers
Plan sponsor
Name
CYNTHIA M POULOS MD LLC
EIN
46-3824999
Address
17 SOUTH STREET · NORTHBORO, MA · 01532
Phone
(508) 868-9939
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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Trustee / custodian
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Trustee phone
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