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STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C. — STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241011135046NAL0038914672001
STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C.
Form 5500-SF
FILING_RECEIVED
STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
4
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C.
.
Find decision makers
Plan sponsor
Name
STEWART J. KATZ, M.D. CARDIOVASCULAR SPECIALISTS, INC., P.C.
EIN
48-1283529
Address
1705 E. 19TH ST., SUITE 410 · TULSA, OK · 74104
Phone
(918) 744-9400
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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.
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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