Original filing (PDF)20240723154111NAL0012065889001

DAVID FRANCIS SLAWEK

Name: DAVID FRANCIS SLAWEK — DAVID F SLAWEK, MD PA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID FRANCIS SLAWEK

Form 5500-SF

FILING_RECEIVED

DAVID F SLAWEK, MD PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DAVID FRANCIS SLAWEK.

Plan sponsor

Name

DAVID FRANCIS SLAWEK

DBA

DAVID FRANCIS SLAWEK M.D. P.A.

EIN

56-1086059

Address

510 FLEMING ST STE B · HENDERSONVILLE, NC · 287394250

Phone

(828) 692-2801

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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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