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GEORGE L. ZALDIVAR, M. D. , LTD. — GEORGE L. ZALDIVAR M. D. LTD. PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230427202503NAL0018070176001
GEORGE L. ZALDIVAR, M. D. , LTD.
Form 5500-SF
FILING_RECEIVED
GEORGE L. ZALDIVAR M. D. LTD. PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
GEORGE L. ZALDIVAR, M. D. , LTD.
.
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Plan sponsor
Name
GEORGE L. ZALDIVAR, M. D. , LTD.
EIN
55-0613220
Address
3100 MACCORKLE AVE., SE, SUITE 404 · CHARLESTON, WV · 25304
Phone
(304) 346-1811
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-27
Pension benefit codes
2E · Profit-sharing
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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Helping the score
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