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H. JOSEPH OBEID, M.D. — H. JOSEPH OBEID, M.D. EMPLOYEES' DEFINED BENEFIT PENSION PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240207123352NAL0002182016001
H. JOSEPH OBEID, M.D.
Form 5500-SF
FILING_RECEIVED
H. JOSEPH OBEID, M.D. EMPLOYEES' DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.7 mo
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
85
/ 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
89
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
H. JOSEPH OBEID, M.D.
.
Find decision makers
Plan sponsor
Name
H. JOSEPH OBEID, M.D.
EIN
47-3324277
Address
91 PERIMETER RD., SUITE 180 · ROME, NY · 13441
Phone
(315) 336-8302
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
2024-02-07
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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 providers
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Knocking points off
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Helping the score
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