Original filing (PDF)20250812111433NAL0022760210001

T. GERALD ODANIEL, M.D., PLLC

Name: T. GERALD ODANIEL, M.D., PLLC — T. GERALD O'DANIEL, M.D., PLLC SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: T. GERALD ODANIEL, M.D., PLLC

Form 5500-SF

FILING_RECEIVED

T. GERALD O'DANIEL, M.D., PLLC SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 T. GERALD ODANIEL, M.D., PLLC.

Plan sponsor

Name

T. GERALD ODANIEL, M.D., PLLC

EIN

61-1401315

Address

132 CHENOWETH LANE · LOUISVILLE, KY · 40207

Phone

(502) 584-1109

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

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PPSTL MANAGEMENT, LLC

PPSTL MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

$4.8M · 10 participants

UROLOGY ASSOCIATES OF SOUTHEASTERN N.C., P.A.

UROLOGY ASSOCIATES OF SOUTHEASTERN NORTH CAROLINA, P.A. 401K PROFIT SHARING PLAN

$4.8M · 26 participants

WEST FLORIDA RADIOLOGY ASSOCIATES, PA

WEST FLORIDA RADIOLOGY ASSOCIATES, PA PROFIT SHARING PLAN

$4.8M · 5 participants

MELVIN TEPLER, M.D., P.C.

MELVIN TEPLER, M.D., P.C. RETIREMENT PLAN

$4.8M · 2 participants

E.N.T. SURGERY GROUP, P.C.