Original filing (PDF)20230803095743NAL0040206754001

ROBERT J. BRAKSIEK, MD, PC, INC.

Name: ROBERT J. BRAKSIEK, MD, PC, INC. — ROBERT J. BRAKSIEK MD, PC, INC. 401(K) PLAN, Form 5500 (2022)
Creator: ROBERT J. BRAKSIEK, MD, PC, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT J. BRAKSIEK MD, PC, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 ROBERT J. BRAKSIEK, MD, PC, INC..

Plan sponsor

Name

ROBERT J. BRAKSIEK, MD, PC, INC.

EIN

48-1269245

Address

6710 COTTAGE HILL LANE NE · CEDAR RAPIDS, IA · 52411

Phone

(319) 361-0254

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2023-08-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Physicians plans

LAURA A. SWINGEN, DC, PC

SUNSET CHIROPRACTIC CLINIC PROFIT SHARING PLAN

$2.3M · 3 participants

AZ INSTITUTE OF SPINE & SPORTS CARE, LTD.

AZ INSTITUTE OF SPINE & SPORTS CARE 401K PROFIT SHARING PLAN

$2.3M · 3 participants

ADAM R. KOLKER, M.D., P.C

ADAM R. KOLKER, M.D., P.C. CASH BALANCE PENSION PLAN

$2.3M · 3 participants

DINESH SHARMA, M.D.

DINESH SHARMA, M.D. CASH BALANCE PENSION PLAN

$2.3M · 7 participants

SCOTTSDALE SURGICAL ARTS, P.C.