Original filing (PDF)20250915163919NAL0001332401001

CHARLES S. GILES, M.D.

Name: CHARLES S. GILES, M.D. — CHARLES S. GILES M. D. , P. S. C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHARLES S. GILES, M.D.

Form 5500-SF

FILING_RECEIVED

CHARLES S. GILES M. D. , P. S. C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES S. GILES, M.D..

Plan sponsor

Name

CHARLES S. GILES, M.D.

DBA

CHARLES S. GILES M.D.

EIN

61-1207316

Address

P.O. BOX 1509 · COLUMBIA, KY · 42728

Phone

(270) 384-6451

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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